Winch Advisory Services’s Enerplus Corporation ERF Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-303	Closed	-$3K	–	330
2017 Q3	$3K	Buy	303 +1	+0.3%	+$9	﹤0.01%	242
2017 Q2	$2K	Buy	302 +1	+0.3%	+$8	﹤0.01%	277
2017 Q1	$2K	Hold	301	–	–	﹤0.01%	257
2016 Q4	$3K	Buy	301 +1	+0.3%	+$8	﹤0.01%	215
2016 Q3	$2K	Buy	300 +1	+0.3%	+$7	﹤0.01%	246
2016 Q2	$2K	Buy	299 +2	+0.7%	+$11	﹤0.01%	240
2016 Q1	$1K	Buy	297 +6	+2%	+$19	﹤0.01%	228
2015 Q4	$1K	Buy	291 +6	+2%	+$29	﹤0.01%	244
2015 Q3	$1K	Buy	285 +5	+2%	+$32	﹤0.01%	224
2015 Q2	$2K	Buy	280 +3	+1%	+$32	﹤0.01%	258
2015 Q1	$3K	Buy	+277	New	+$2.75K	﹤0.01%	250
2014 Q4	–	Sell	-266	Closed	-$5K	–	188
2014 Q3	$5K	Buy	266 +1	+0.4%	+$22	﹤0.01%	174
2014 Q2	$7K	Buy	265 +3	+1%	+$66	﹤0.01%	183
2014 Q1	$5K	Buy	+262	New	+$4.9K	﹤0.01%	217

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

LBA

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

GCC

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

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

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Winch Advisory Services's ERF Position: Q4 2017 in Review

Winch Advisory Services sold out of Enerplus Corporation (ERF) in Q4 2017, closing a stake of 303 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in ERF in Q1 2014 and held it in 14 quarters. The position peaked at $7K in Q2 2014. 194 funds tracked by Wall St. Rank hold ERF as of Q4 2017.

Winch Advisory Services reported no remaining Enerplus Corporation position as of Q4 2017 after selling out during the quarter.
Winch Advisory Services sold 303 Enerplus Corporation shares in Q4 2017, an estimated $3K.
Winch Advisory Services first reported a position in Enerplus Corporation in Q1 2014 and held it in 14 quarters.
Winch Advisory Services's Enerplus Corporation position peaked at $7K in Q2 2014.
194 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.