Sugarloaf Wealth Management’s Enerplus Corporation ERF Stock Holding History

Sugarloaf Wealth 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
2023 Q3	–	Sell	-2,661	Closed	-$38.5K	–	705
2023 Q2	$38.5K	Buy	+2,661	New	+$38.8K	0.01%	321
2023 Q1	–	Sell	-984	Closed	-$17.4K	–	792
2022 Q4	$17.4K	Buy	+984	New	+$16.9K	﹤0.01%	426
2022 Q3	–	Sell	-1,131	Closed	-$15K	–	892
2022 Q2	$15K	Sell	1,131 -1,161	-51%	-$16K	﹤0.01%	464
2022 Q1	$29K	Buy	2,292 +830	+57%	+$10.1K	0.01%	356
2021 Q4	$15K	Buy	1,462 +758	+108%	+$7.35K	﹤0.01%	471
2021 Q3	$6K	Buy	+704	New	+$4.38K	﹤0.01%	599
2020 Q4	–	Sell	-300	Closed	-$1K	–	759
2020 Q3	$1K	Sell	300 -450	-60%	-$1.13K	﹤0.01%	656
2020 Q2	$2K	Sell	750 -500	-40%	-$1.27K	﹤0.01%	623
2020 Q1	$2K	Buy	1,250 +500	+67%	+$2.2K	﹤0.01%	625
2019 Q4	$5K	Buy	+750	New	+$4.89K	﹤0.01%	559

Other funds holding ERF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's ERF Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Enerplus Corporation (ERF) in Q3 2023, closing a stake of 2,661 shares — an estimated $38.5K sold.

Sugarloaf Wealth Management first reported a position in ERF in Q4 2019 and held it in 10 quarters. The position peaked at $38.5K in Q2 2023. 184 funds tracked by Wall St. Rank hold ERF as of Q3 2023.

Sugarloaf Wealth Management reported no remaining Enerplus Corporation position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 2,661 Enerplus Corporation shares in Q3 2023, an estimated $38.5K.
Sugarloaf Wealth Management first reported a position in Enerplus Corporation in Q4 2019 and held it in 10 quarters.
Sugarloaf Wealth Management's Enerplus Corporation position peaked at $38.5K in Q2 2023.
184 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.