NWM
ERF

Northwest Wealth Management’s Enerplus Corporation ERF Stock Holding History

Northwest 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
2019
Q2 		– Sell
-145
Closed -$1K – 493
2019
Q1 		$1K Hold
145
– – ﹤0.01% 510
2018
Q4 		$1K Hold
145
– – ﹤0.01% 499
2018
Q3 		$2K Hold
145
– – ﹤0.01% 495
2018
Q2 		$2K Hold
145
– – ﹤0.01% 482
2018
Q1 		$2K Buy
+145
New +$1.58K ﹤0.01% 496

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwest Wealth Management's ERF Position: Q2 2019 in Review

Northwest Wealth Management sold out of Enerplus Corporation (ERF) in Q2 2019, closing a stake of 145 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in ERF in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 169 funds tracked by Wall St. Rank hold ERF as of Q2 2019.

  • Northwest Wealth Management reported no remaining Enerplus Corporation position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 145 Enerplus Corporation shares in Q2 2019, an estimated $1K.
  • Northwest Wealth Management first reported a position in Enerplus Corporation in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Enerplus Corporation position peaked at $2K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.