WCM
ERF

Windsor Capital Management’s Enerplus Corporation ERF Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-3,070
Closed -$14K – 450
2015
Q3 		$14K Buy
+3,070
New +$19.5K 0.01% 302
2014
Q1 		– Sell
-1,733
Closed -$31K – 313
2013
Q4 		$31K Hold
1,733
– – 0.02% 220
2013
Q3 		$29K Hold
1,733
– – 0.02% 235
2013
Q2 		$25K Buy
+1,733
New +$25K 0.02% 243

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 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

Windsor Capital Management's ERF Position: Q4 2015 in Review

Windsor Capital Management sold out of Enerplus Corporation (ERF) in Q4 2015, closing a stake of 3,070 shares — an estimated $14K sold.

Windsor Capital Management first reported a position in ERF in Q2 2013 and held it in 4 quarters. The position peaked at $31K in Q4 2013. 166 funds tracked by Wall St. Rank hold ERF as of Q4 2015.

  • Windsor Capital Management reported no remaining Enerplus Corporation position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 3,070 Enerplus Corporation shares in Q4 2015, an estimated $14K.
  • Windsor Capital Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Enerplus Corporation position peaked at $31K in Q4 2013.
  • 166 funds tracked by Wall St. Rank held Enerplus Corporation as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.