SAM
ERF

Smartleaf Asset Management’s Enerplus Corporation ERF Stock Holding History

Smartleaf Asset Management’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
2024
Q2 		– Sell
-4,129
Closed -$80K – 2773
2024
Q1 		$80K Hold
4,129
– – 0.02% 574
2023
Q4 		$63.2K Buy
+4,129
New +$67K 0.02% 504

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Smartleaf Asset Management's ERF Position: Q2 2024 in Review

Smartleaf Asset Management sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 4,129 shares — an estimated $80K sold.

Smartleaf Asset Management first reported a position in ERF in Q4 2023 and held it in 2 quarters. The position peaked at $80K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Smartleaf Asset Management reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 4,129 Enerplus Corporation shares in Q2 2024, an estimated $80K.
  • Smartleaf Asset Management first reported a position in Enerplus Corporation in Q4 2023 and held it in 2 quarters.
  • Smartleaf Asset Management's Enerplus Corporation position peaked at $80K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Smartleaf Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.