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

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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

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

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

Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return

Wellington Management Group

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

TD Asset Management

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return