LWM
ERF

Lyons Wealth Management’s Enerplus Corporation ERF Stock Holding History

Lyons Wealth Management’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
2013
Q4 		– Sell
-10,145
Closed -$167K – 100
2013
Q3 		$167K Hold
10,145
– – 0.15% 63
2013
Q2 		$149K Buy
+10,145
New +$147K 0.15% 62

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lyons Wealth Management's ERF Position: Q4 2013 in Review

Lyons Wealth Management sold out of Enerplus Corporation (ERF) in Q4 2013, closing a stake of 10,145 shares — an estimated $167K sold.

Lyons Wealth Management first reported a position in ERF in Q2 2013 and held it in 2 quarters. The position peaked at $167K in Q3 2013. 208 funds tracked by Wall St. Rank hold ERF as of Q4 2013.

  • Lyons Wealth Management reported no remaining Enerplus Corporation position as of Q4 2013 after selling out during the quarter.
  • Lyons Wealth Management sold 10,145 Enerplus Corporation shares in Q4 2013, an estimated $167K.
  • Lyons Wealth Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 2 quarters.
  • Lyons Wealth Management's Enerplus Corporation position peaked at $167K in Q3 2013.
  • 208 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2013.

Based on Lyons Wealth Management's 13F filing for Q4 2013, filed 4 Feb 2014.