UBS Group
ERF

UBS Group’s Enerplus Corporation ERF Stock Holding History

UBS Group’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
-2,500
Closed -$24K – 9510
2014
Q4 		$24K Buy
+2,500
New +$33.8K ﹤0.01% 7400

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

UBS Group's ERF Position: Q2 2024 in Review

UBS Group sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 1,259,190 shares — an estimated $24.8M sold.

UBS Group first reported a position in ERF in Q4 2014 and held it in 38 quarters. The position peaked at $24.8M in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • UBS Group reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 1,259,190 Enerplus Corporation shares in Q2 2024, an estimated $24.8M.
  • UBS Group first reported a position in Enerplus Corporation in Q4 2014 and held it in 38 quarters.
  • UBS Group's Enerplus Corporation position peaked at $24.8M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.