Zacks Investment Management’s Enerplus Corporation ERF Stock Holding History

Zacks Investment 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
2018 Q3	–	Sell	-10,000	Closed	-$126K	–	626
2018 Q2	$126K	Hold	10,000	–	–	﹤0.01%	526
2018 Q1	$113K	Sell	10,000 -40,000	-80%	-$435K	﹤0.01%	501
2017 Q4	$490K	Hold	50,000	–	–	0.01%	469
2017 Q3	$494K	Hold	50,000	–	–	0.01%	454
2017 Q2	$406K	Hold	50,000	–	–	0.01%	473
2017 Q1	$403K	Buy	+50,000	New	+$439K	0.01%	475
2013 Q4	–	Sell	-26,970	Closed	-$444K	–	761
2013 Q3	$444K	Sell	26,970 -1,372	-5%	-$22.5K	0.02%	380
2013 Q2	$416K	Buy	+28,342	New	+$410K	0.02%	375

Other funds holding ERF

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBA

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

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Zacks Investment Management's ERF Position: Q3 2018 in Review

Zacks Investment Management sold out of Enerplus Corporation (ERF) in Q3 2018, closing a stake of 10,000 shares — an estimated $126K sold.

Zacks Investment Management first reported a position in ERF in Q2 2013 and held it in 8 quarters. The position peaked at $494K in Q3 2017. 196 funds tracked by Wall St. Rank hold ERF as of Q3 2018.

Zacks Investment Management reported no remaining Enerplus Corporation position as of Q3 2018 after selling out during the quarter.
Zacks Investment Management sold 10,000 Enerplus Corporation shares in Q3 2018, an estimated $126K.
Zacks Investment Management first reported a position in Enerplus Corporation in Q2 2013 and held it in 8 quarters.
Zacks Investment Management's Enerplus Corporation position peaked at $494K in Q3 2017.
196 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2018.

Based on Zacks Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.