Sequoia Financial Advisors
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Sequoia Financial Advisors’s Enerplus Corporation ERF Stock Holding History

Sequoia 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
2016
Q4 		– Sell
-13,910
Closed -$89K – 286
2016
Q3 		$89K Sell
13,910
-1,371
-9% -$8.98K 0.02% 240
2016
Q2 		$100K Buy
+15,281
New +$82.1K 0.03% 243

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Letko, Brosseau & Associates
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Mackenzie Financial
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Vanguard Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sequoia Financial Advisors's ERF Position: Q4 2016 in Review

Sequoia Financial Advisors sold out of Enerplus Corporation (ERF) in Q4 2016, closing a stake of 13,910 shares — an estimated $89K sold.

Sequoia Financial Advisors first reported a position in ERF in Q2 2016 and held it in 2 quarters. The position peaked at $100K in Q2 2016. 196 funds tracked by Wall St. Rank hold ERF as of Q4 2016.

  • Sequoia Financial Advisors reported no remaining Enerplus Corporation position as of Q4 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,910 Enerplus Corporation shares in Q4 2016, an estimated $89K.
  • Sequoia Financial Advisors first reported a position in Enerplus Corporation in Q2 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's Enerplus Corporation position peaked at $100K in Q2 2016.
  • 196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2016.

Based on Sequoia Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.