SFWA
ERF

Summit Financial Wealth Advisors’s Enerplus Corporation ERF Stock Holding History

Summit Financial Wealth 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
2015
Q1 		– Sell
-500
Closed -$5K – 259
2014
Q4 		$5K Buy
+500
New +$6.75K ﹤0.01% 222

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial Wealth Advisors's ERF Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Enerplus Corporation (ERF) in Q1 2015, closing a stake of 500 shares — an estimated $5K sold.

Summit Financial Wealth Advisors first reported a position in ERF in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 186 funds tracked by Wall St. Rank hold ERF as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Enerplus Corporation position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 500 Enerplus Corporation shares in Q1 2015, an estimated $5K.
  • Summit Financial Wealth Advisors first reported a position in Enerplus Corporation in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Enerplus Corporation position peaked at $5K in Q4 2014.
  • 186 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.