TCM
ERF

TruNorth Capital Management’s Enerplus Corporation ERF Stock Holding History

TruNorth Capital 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
Q2 		– Sell
-725
Closed -$14.3K – 401
2024
Q1 		$14.3K Buy
+725
New +$11.8K ﹤0.01% 165

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TruNorth Capital Management's ERF Position: Q2 2024 in Review

TruNorth Capital Management sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 725 shares — an estimated $14.3K sold.

TruNorth Capital Management first reported a position in ERF in Q1 2024 and held it in 1 quarter. The position peaked at $14.3K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • TruNorth Capital Management reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 725 Enerplus Corporation shares in Q2 2024, an estimated $14.3K.
  • TruNorth Capital Management first reported a position in Enerplus Corporation in Q1 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Enerplus Corporation position peaked at $14.3K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on TruNorth Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.