UMB Bank’s Enerplus Corporation ERF Stock Holding History

UMB Bank’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	-1,000	Closed	-$19.7K	–	2249
2024 Q1	$19.7K	Hold	1,000	–	–	﹤0.01%	1089
2023 Q4	$15.3K	Buy	+1,000	New	+$16.2K	﹤0.01%	1150

Other funds holding ERF

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

UMB Bank's ERF Position: Q2 2024 in Review

UMB Bank sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 1,000 shares — an estimated $19.7K sold.

UMB Bank first reported a position in ERF in Q4 2023 and held it in 2 quarters. The position peaked at $19.7K in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

UMB Bank reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
UMB Bank sold 1,000 Enerplus Corporation shares in Q2 2024, an estimated $19.7K.
UMB Bank first reported a position in Enerplus Corporation in Q4 2023 and held it in 2 quarters.
UMB Bank's Enerplus Corporation position peaked at $19.7K in Q1 2024.
4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.