MinichMacGregor Wealth Management’s Enerplus Corporation ERF Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-47	Closed	-$829	–	692
2022 Q4	$829	Buy	+47	New	+$807	﹤0.01%	643
2018 Q4	–	Sell	-47	Closed	–	–	547
2018 Q3	$0	Hold	47	–	–	﹤0.01%	598
2018 Q2	$0	Hold	47	–	–	﹤0.01%	602
2018 Q1	$0	Sell	47 -453	-91%	-$4.93K	﹤0.01%	569
2017 Q4	$4K	Buy	500 +453	+964%	+$4.13K	﹤0.01%	388
2017 Q3	$0	Hold	47	–	–	﹤0.01%	534
2017 Q2	$0	Hold	47	–	–	﹤0.01%	532
2017 Q1	$0	Hold	47	–	–	﹤0.01%	519
2016 Q4	$0	Hold	47	–	–	﹤0.01%	516
2016 Q3	$0	Hold	47	–	–	﹤0.01%	493
2016 Q2	$0	Hold	47	–	–	﹤0.01%	479
2016 Q1	$0	Hold	47	–	–	﹤0.01%	490
2015 Q4	$0	Buy	+47	New	+$224	﹤0.01%	402

Other funds holding ERF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

MinichMacGregor Wealth Management's ERF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Enerplus Corporation (ERF) in Q1 2023, closing a stake of 47 shares — an estimated $829 sold.

MinichMacGregor Wealth Management first reported a position in ERF in Q4 2015 and held it in 13 quarters. The position peaked at $4K in Q4 2017. 193 funds tracked by Wall St. Rank hold ERF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Enerplus Corporation position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 47 Enerplus Corporation shares in Q1 2023, an estimated $829.
MinichMacGregor Wealth Management first reported a position in Enerplus Corporation in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Enerplus Corporation position peaked at $4K in Q4 2017.
193 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.