Tradition Wealth Management’s Enerplus Corporation ERF Stock Holding History

Tradition 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
2024 Q1	–	Sell	-630	Closed	-$10K	–	1247
2023 Q4	$10K	Sell	630 -210	-25%	-$3.41K	﹤0.01%	1011
2023 Q3	$15K	Hold	840	–	–	﹤0.01%	928
2023 Q2	$12K	Buy	840 +225	+37%	+$3.28K	﹤0.01%	1010
2023 Q1	$9K	Hold	615	–	–	﹤0.01%	1041
2022 Q4	$11K	Hold	615	–	–	﹤0.01%	897
2022 Q3	$9K	Hold	615	–	–	﹤0.01%	956
2022 Q2	$8K	Hold	615	–	–	﹤0.01%	885
2022 Q1	$8K	Hold	615	–	–	﹤0.01%	956
2021 Q4	$7K	Hold	615	–	–	﹤0.01%	998
2021 Q3	$5K	Hold	615	–	–	﹤0.01%	1049
2021 Q2	$4K	Buy	+615	New	+$3.79K	﹤0.01%	1114

Other funds holding ERF

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

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

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

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

ACG

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Wealth Management's ERF Position: Q1 2024 in Review

Tradition Wealth Management sold out of Enerplus Corporation (ERF) in Q1 2024, closing a stake of 630 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in ERF in Q2 2021 and held it in 11 quarters. The position peaked at $15K in Q3 2023. 210 funds tracked by Wall St. Rank hold ERF as of Q1 2024.

Tradition Wealth Management reported no remaining Enerplus Corporation position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 630 Enerplus Corporation shares in Q1 2024, an estimated $10K.
Tradition Wealth Management first reported a position in Enerplus Corporation in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Enerplus Corporation position peaked at $15K in Q3 2023.
210 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.