VFA
ERF

Valeo Financial Advisors’s Enerplus Corporation ERF Stock Holding History

Valeo 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
2020
Q3 		– Sell
-562
Closed -$2K – 2216
2020
Q2 		$2K Hold
562
– – ﹤0.01% 1819
2020
Q1 		$2K Hold
562
– – ﹤0.01% 1596
2019
Q4 		$4K Buy
+562
New +$3.67K ﹤0.01% 1364

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

Valeo Financial Advisors's ERF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Enerplus Corporation (ERF) in Q3 2020, closing a stake of 562 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in ERF in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 136 funds tracked by Wall St. Rank hold ERF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Enerplus Corporation position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 562 Enerplus Corporation shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Enerplus Corporation in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Enerplus Corporation position peaked at $4K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.