Nelson Capital Management’s Enerplus Corporation ERF Stock Holding History

Nelson Capital 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
2014 Q2	–	Sell	-806	Closed	-$16K	–	317
2014 Q1	$16K	Hold	806	–	–	0.01%	175
2013 Q4	$15K	Hold	806	–	–	0.01%	165
2013 Q3	$13K	Hold	806	–	–	0.01%	167
2013 Q2	$12K	Buy	+806	New	+$11.6K	0.01%	170

Other funds holding ERF

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Nelson Capital Management's ERF Position: Q2 2014 in Review

Nelson Capital Management sold out of Enerplus Corporation (ERF) in Q2 2014, closing a stake of 806 shares — an estimated $16K sold.

Nelson Capital Management first reported a position in ERF in Q2 2013 and held it in 4 quarters. The position peaked at $16K in Q1 2014. 221 funds tracked by Wall St. Rank hold ERF as of Q2 2014.

Nelson Capital Management reported no remaining Enerplus Corporation position as of Q2 2014 after selling out during the quarter.
Nelson Capital Management sold 806 Enerplus Corporation shares in Q2 2014, an estimated $16K.
Nelson Capital Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 4 quarters.
Nelson Capital Management's Enerplus Corporation position peaked at $16K in Q1 2014.
221 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2014.

Based on Nelson Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.