RIA
ERF

Regal Investment Advisors’s Enerplus Corporation ERF Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-202
Closed -$3K – 979
2013
Q3 		$3K Hold
202
– – ﹤0.01% 775
2013
Q2 		$3K Buy
+202
New +$2.92K ﹤0.01% 770

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Regal Investment Advisors's ERF Position: Q4 2013 in Review

Regal Investment Advisors sold out of Enerplus Corporation (ERF) in Q4 2013, closing a stake of 202 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in ERF in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 208 funds tracked by Wall St. Rank hold ERF as of Q4 2013.

  • Regal Investment Advisors reported no remaining Enerplus Corporation position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 202 Enerplus Corporation shares in Q4 2013, an estimated $3K.
  • Regal Investment Advisors first reported a position in Enerplus Corporation in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Enerplus Corporation position peaked at $3K in Q3 2013.
  • 208 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.