SFS
ERF

Sowell Financial Services’s Enerplus Corporation ERF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-400
Closed -$2K – 2906
2021
Q1 		$2K Buy
+400
New +$1.77K ﹤0.01% 2867

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Sowell Financial Services's ERF Position: Q2 2021 in Review

Sowell Financial Services sold out of Enerplus Corporation (ERF) in Q2 2021, closing a stake of 400 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ERF in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 152 funds tracked by Wall St. Rank hold ERF as of Q2 2021.

  • Sowell Financial Services reported no remaining Enerplus Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 400 Enerplus Corporation shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Enerplus Corporation in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Enerplus Corporation position peaked at $2K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.