PC
ERF

Palo Capital’s Enerplus Corporation ERF Stock Holding History

Palo Capital’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
2016
Q4 		– Sell
-22,913
Closed -$147K – 146
2016
Q3 		$147K Buy
+22,913
New +$150K 0.1% 118

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LBA
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Mackenzie Financial
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TD Asset Management
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Connor, Clark & Lunn Investment Management (CC&L)
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Palo Capital's ERF Position: Q4 2016 in Review

Palo Capital sold out of Enerplus Corporation (ERF) in Q4 2016, closing a stake of 22,913 shares — an estimated $147K sold.

Palo Capital first reported a position in ERF in Q3 2016 and held it in 1 quarter. The position peaked at $147K in Q3 2016. 196 funds tracked by Wall St. Rank hold ERF as of Q4 2016.

  • Palo Capital reported no remaining Enerplus Corporation position as of Q4 2016 after selling out during the quarter.
  • Palo Capital sold 22,913 Enerplus Corporation shares in Q4 2016, an estimated $147K.
  • Palo Capital first reported a position in Enerplus Corporation in Q3 2016 and held it in 1 quarter.
  • Palo Capital's Enerplus Corporation position peaked at $147K in Q3 2016.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2016.

Based on Palo Capital's 13F filing for Q4 2016, filed 18 Jan 2017.