UFA
ERF

US Financial Advisors’s Enerplus Corporation ERF Stock Holding History

US Financial 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
2016
Q1 		– Sell
-192
Closed -$1K – 622
2015
Q4 		$1K Hold
192
– – ﹤0.01% 579
2015
Q3 		$1K Hold
192
– – ﹤0.01% 530
2015
Q2 		$2K Hold
192
– – ﹤0.01% 405
2015
Q1 		$2K Hold
192
– – ﹤0.01% 354
2014
Q4 		$2K Buy
+192
New +$2.59K ﹤0.01% 326

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

US Financial Advisors's ERF Position: Q1 2016 in Review

US Financial Advisors sold out of Enerplus Corporation (ERF) in Q1 2016, closing a stake of 192 shares — an estimated $1K sold.

US Financial Advisors first reported a position in ERF in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 156 funds tracked by Wall St. Rank hold ERF as of Q1 2016.

  • US Financial Advisors reported no remaining Enerplus Corporation position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 192 Enerplus Corporation shares in Q1 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Enerplus Corporation in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Enerplus Corporation position peaked at $2K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.