SWP
ERF

Strategic Wealth Partners’s Enerplus Corporation ERF Stock Holding History

Strategic Wealth Partners’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
2018
Q1 		– Sell
-1,020
Closed -$11K – 832
2017
Q4 		$11K Buy
+1,020
New +$9.31K 0.01% 492

Other funds holding ERF

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Wealth Partners's ERF Position: Q1 2018 in Review

Strategic Wealth Partners sold out of Enerplus Corporation (ERF) in Q1 2018, closing a stake of 1,020 shares — an estimated $11K sold.

Strategic Wealth Partners first reported a position in ERF in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 190 funds tracked by Wall St. Rank hold ERF as of Q1 2018.

  • Strategic Wealth Partners reported no remaining Enerplus Corporation position as of Q1 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,020 Enerplus Corporation shares in Q1 2018, an estimated $11K.
  • Strategic Wealth Partners first reported a position in Enerplus Corporation in Q4 2017 and held it in 1 quarter.
  • Strategic Wealth Partners's Enerplus Corporation position peaked at $11K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2018.

Based on Strategic Wealth Partners's 13F filing for Q1 2018, filed 13 Jul 2018.