PFA
ERF

Pathway Financial Advisors’s Enerplus Corporation ERF Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-1,529
Closed -$19K – 396
2018
Q2 		$19K Hold
1,529
– – 0.01% 342
2018
Q1 		$17K Hold
1,529
– – 0.01% 357
2017
Q4 		$15K Buy
+1,529
New +$14K 0.01% 371

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pathway Financial Advisors's ERF Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Enerplus Corporation (ERF) in Q3 2018, closing a stake of 1,529 shares — an estimated $19K sold.

Pathway Financial Advisors first reported a position in ERF in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q2 2018. 196 funds tracked by Wall St. Rank hold ERF as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Enerplus Corporation position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,529 Enerplus Corporation shares in Q3 2018, an estimated $19K.
  • Pathway Financial Advisors first reported a position in Enerplus Corporation in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Enerplus Corporation position peaked at $19K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.