Next Financial Group’s Enerplus Corporation ERF Stock Holding History

Next Financial Group’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
2020 Q1	–	Sell	-205	Closed	-$1K	–	2459
2019 Q4	$1K	Hold	205	–	–	﹤0.01%	2312
2019 Q3	$2K	Hold	205	–	–	﹤0.01%	2165
2019 Q2	$2K	Hold	205	–	–	﹤0.01%	2165
2019 Q1	$2K	Hold	205	–	–	﹤0.01%	1505
2018 Q4	$2K	Hold	205	–	–	﹤0.01%	1778
2018 Q3	$3K	Buy	+205	New	+$2.58K	﹤0.01%	1276
2017 Q1	–	Sell	-1,000	Closed	-$9K	–	2345
2016 Q4	$9K	Hold	1,000	–	–	﹤0.01%	1712
2016 Q3	$6K	Buy	+1,000	New	+$6.55K	﹤0.01%	1882
2014 Q4	–	Sell	-1,920	Closed	-$36K	–	2411
2014 Q3	$36K	Sell	1,920 -518	-21%	-$11.4K	0.01%	1120
2014 Q2	$55K	Buy	+2,438	New	+$53.9K	0.03%	329

Other funds holding ERF

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

ECA

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Next Financial Group's ERF Position: Q1 2020 in Review

Next Financial Group sold out of Enerplus Corporation (ERF) in Q1 2020, closing a stake of 205 shares — an estimated $1K sold.

Next Financial Group first reported a position in ERF in Q2 2014 and held it in 10 quarters. The position peaked at $55K in Q2 2014. 148 funds tracked by Wall St. Rank hold ERF as of Q1 2020.

Next Financial Group reported no remaining Enerplus Corporation position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 205 Enerplus Corporation shares in Q1 2020, an estimated $1K.
Next Financial Group first reported a position in Enerplus Corporation in Q2 2014 and held it in 10 quarters.
Next Financial Group's Enerplus Corporation position peaked at $55K in Q2 2014.
148 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.