SBIA
ERF

Sheaff Brock Investment Advisors’s Enerplus Corporation ERF Stock Holding History

Sheaff Brock 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
2017
Q1 		– Sell
-10,480
Closed -$99K – 648
2016
Q4 		$99K Sell
10,480
-50
-0.5% -$396 0.01% 569
2016
Q3 		$67K Hold
10,530
– – 0.01% 529
2016
Q2 		$69K Sell
10,530
-895
-8% -$4.81K 0.01% 557
2016
Q1 		$45K Hold
11,425
– – 0.01% 589
2015
Q4 		$39K Buy
+11,425
New +$54.6K ﹤0.01% 625

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 $115B AUM 41.58% 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

Sheaff Brock Investment Advisors's ERF Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Enerplus Corporation (ERF) in Q1 2017, closing a stake of 10,480 shares — an estimated $99K sold.

Sheaff Brock Investment Advisors first reported a position in ERF in Q4 2015 and held it in 5 quarters. The position peaked at $99K in Q4 2016. 183 funds tracked by Wall St. Rank hold ERF as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Enerplus Corporation position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,480 Enerplus Corporation shares in Q1 2017, an estimated $99K.
  • Sheaff Brock Investment Advisors first reported a position in Enerplus Corporation in Q4 2015 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Enerplus Corporation position peaked at $99K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.