LWS
ERF

Lucia Wealth Services’s Enerplus Corporation ERF Stock Holding History

Lucia Wealth Services’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,800
Closed -$232K – 224
2018
Q3 		$232K Buy
+18,800
New +$236K 0.07% 138

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Boston Partners
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Lucia Wealth Services's ERF Position: Q4 2018 in Review

Lucia Wealth Services sold out of Enerplus Corporation (ERF) in Q4 2018, closing a stake of 18,800 shares — an estimated $232K sold.

Lucia Wealth Services first reported a position in ERF in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 184 funds tracked by Wall St. Rank hold ERF as of Q4 2018.

  • Lucia Wealth Services reported no remaining Enerplus Corporation position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 18,800 Enerplus Corporation shares in Q4 2018, an estimated $232K.
  • Lucia Wealth Services first reported a position in Enerplus Corporation in Q3 2018 and held it in 1 quarter.
  • Lucia Wealth Services's Enerplus Corporation position peaked at $232K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.