PWAG
ERF

Polaris Wealth Advisory Group’s Enerplus Corporation ERF Stock Holding History

Polaris Wealth Advisory 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
2017
Q1 		– Sell
-25,600
Closed -$243K – 122
2016
Q4 		$243K Hold
25,600
– – 0.03% 99
2016
Q3 		$164K Hold
25,600
– – 0.02% 104
2016
Q2 		$168K Buy
+25,600
New +$138K 0.03% 97

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Polaris Wealth Advisory Group's ERF Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of Enerplus Corporation (ERF) in Q1 2017, closing a stake of 25,600 shares — an estimated $243K sold.

Polaris Wealth Advisory Group first reported a position in ERF in Q2 2016 and held it in 3 quarters. The position peaked at $243K in Q4 2016. 183 funds tracked by Wall St. Rank hold ERF as of Q1 2017.

  • Polaris Wealth Advisory Group reported no remaining Enerplus Corporation position as of Q1 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,600 Enerplus Corporation shares in Q1 2017, an estimated $243K.
  • Polaris Wealth Advisory Group first reported a position in Enerplus Corporation in Q2 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Enerplus Corporation position peaked at $243K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.