WPW
ERF

Waldron Private Wealth’s Enerplus Corporation ERF Stock Holding History

Waldron Private Wealth’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
2021
Q3 		– Sell
-117,000
Closed -$841K – 378
2021
Q2 		$841K Buy
+117,000
New +$722K 0.05% 153

Other funds holding ERF

KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 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 $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Waldron Private Wealth's ERF Position: Q3 2021 in Review

Waldron Private Wealth sold out of Enerplus Corporation (ERF) in Q3 2021, closing a stake of 117,000 shares — an estimated $841K sold.

Waldron Private Wealth first reported a position in ERF in Q2 2021 and held it in 1 quarter. The position peaked at $841K in Q2 2021. 146 funds tracked by Wall St. Rank hold ERF as of Q3 2021.

  • Waldron Private Wealth reported no remaining Enerplus Corporation position as of Q3 2021 after selling out during the quarter.
  • Waldron Private Wealth sold 117,000 Enerplus Corporation shares in Q3 2021, an estimated $841K.
  • Waldron Private Wealth first reported a position in Enerplus Corporation in Q2 2021 and held it in 1 quarter.
  • Waldron Private Wealth's Enerplus Corporation position peaked at $841K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2021.

Based on Waldron Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.