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

Other funds holding ERF

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WFG Advisors's ERF Position: Q2 2017 in Review

WFG Advisors held its Enerplus Corporation (ERF) position steady in Q2 2017 at 815 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

WFG Advisors first reported a position in ERF in Q2 2013 and has held it in 17 quarters since. The position peaked at $174K in Q2 2014. 183 funds tracked by Wall St. Rank hold ERF as of Q2 2017.

WFG Advisors held 815 shares of Enerplus Corporation worth $7K as of Q2 2017.
WFG Advisors left its Enerplus Corporation share count unchanged in Q2 2017.
Enerplus Corporation made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1228 holding.
WFG Advisors first reported a position in Enerplus Corporation in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Enerplus Corporation position peaked at $174K in Q2 2014.
183 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.