RA
ERF

Rise Advisors’s Enerplus Corporation ERF Stock Holding History

Rise 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
2023
Q3 		– Sell
-641
Closed -$9.28K – 700
2023
Q2 		$9.28K Hold
641
– – 0.01% 346
2023
Q1 		$9.24K Hold
641
– – 0.01% 373
2022
Q4 		$11.3K Hold
641
– – 0.01% 336
2022
Q3 		$9K Hold
641
– – 0.01% 361
2022
Q2 		$8K Hold
641
– – 0.01% 384
2022
Q1 		$8K Hold
641
– – 0.01% 364
2021
Q4 		$6.78K Buy
+641
New +$6.22K 0.01% 370

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
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Rise Advisors's ERF Position: Q3 2023 in Review

Rise Advisors sold out of Enerplus Corporation (ERF) in Q3 2023, closing a stake of 641 shares — an estimated $9.28K sold.

Rise Advisors first reported a position in ERF in Q4 2021 and held it in 7 quarters. The position peaked at $11.3K in Q4 2022. 184 funds tracked by Wall St. Rank hold ERF as of Q3 2023.

  • Rise Advisors reported no remaining Enerplus Corporation position as of Q3 2023 after selling out during the quarter.
  • Rise Advisors sold 641 Enerplus Corporation shares in Q3 2023, an estimated $9.28K.
  • Rise Advisors first reported a position in Enerplus Corporation in Q4 2021 and held it in 7 quarters.
  • Rise Advisors's Enerplus Corporation position peaked at $11.3K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.