WFG Advisors’s Enerplus Corporation ERF Stock Holding History

WFG 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
2017 Q2	$7K	Hold	815	–	–	﹤0.01%	1228
2017 Q1	$7K	Sell	815 -500	-38%	-$4.39K	﹤0.01%	1165
2016 Q4	$12K	Hold	1,315	–	–	﹤0.01%	1068
2016 Q3	$8K	Hold	1,315	–	–	﹤0.01%	1200
2016 Q2	$9K	Buy	1,315 +315	+32%	+$1.69K	﹤0.01%	1131
2016 Q1	$4K	Hold	1,000	–	–	﹤0.01%	1250
2015 Q4	$3K	Hold	1,000	–	–	﹤0.01%	1324
2015 Q3	$5K	Hold	1,000	–	–	﹤0.01%	1278
2015 Q2	$9K	Hold	1,000	–	–	﹤0.01%	1224
2015 Q1	$10K	Sell	1,000 -5,913	-86%	-$58.6K	﹤0.01%	1214
2014 Q4	$66K	Hold	6,913	–	–	0.01%	787
2014 Q3	$131K	Sell	6,913 -51	-0.7%	-$1.12K	0.02%	569
2014 Q2	$174K	Hold	6,964	–	–	0.03%	482
2014 Q1	$138K	Hold	6,964	–	–	0.03%	529
2013 Q4	$126K	Buy	6,964 +4,835	+227%	+$84.5K	0.02%	656
2013 Q3	$35K	Hold	2,129	–	–	0.01%	1068
2013 Q2	$31K	Buy	+2,129	New	+$30.8K	0.01%	1063

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KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return