PFS
ERF

Prospera Financial Services’s Enerplus Corporation ERF Stock Holding History

Prospera Financial Services’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
2022
Q4 		– Sell
-21,952
Closed -$311K – 970
2022
Q3 		$311K Buy
21,952
+706
+3% +$9.9K 0.02% 643
2022
Q2 		$281K Sell
21,246
-44,046
-67% -$607K 0.01% 648
2022
Q1 		$829K Buy
+65,292
New +$793K 0.03% 467

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Prospera Financial Services's ERF Position: Q4 2022 in Review

Prospera Financial Services sold out of Enerplus Corporation (ERF) in Q4 2022, closing a stake of 21,952 shares — an estimated $311K sold.

Prospera Financial Services first reported a position in ERF in Q1 2022 and held it in 3 quarters. The position peaked at $829K in Q1 2022. 196 funds tracked by Wall St. Rank hold ERF as of Q4 2022.

  • Prospera Financial Services reported no remaining Enerplus Corporation position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 21,952 Enerplus Corporation shares in Q4 2022, an estimated $311K.
  • Prospera Financial Services first reported a position in Enerplus Corporation in Q1 2022 and held it in 3 quarters.
  • Prospera Financial Services's Enerplus Corporation position peaked at $829K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.