WWMSC
ERF

Wagner Wealth Management (South Carolina)’s Enerplus Corporation ERF Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q3 		– Sell
-166
Closed -$2K – 789
2022
Q2 		$2K Buy
+166
New +$2.29K ﹤0.01% 641
2022
Q1 		– Sell
-166
Closed -$2K – 683
2021
Q4 		$2K Hold
166
– – ﹤0.01% 646
2021
Q3 		$2K Hold
166
– – ﹤0.01% 613
2021
Q2 		$1K Hold
166
– – ﹤0.01% 677
2021
Q1 		$1K Buy
+166
New +$733 ﹤0.01% 644

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ERF Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Enerplus Corporation (ERF) in Q3 2022, closing a stake of 166 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in ERF in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 191 funds tracked by Wall St. Rank hold ERF as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Enerplus Corporation position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 166 Enerplus Corporation shares in Q3 2022, an estimated $2K.
  • Wagner Wealth Management (South Carolina) first reported a position in Enerplus Corporation in Q1 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s Enerplus Corporation position peaked at $2K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.