Question 1

How many shares of ERF does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of ERF (ENERPLUS CORP) before exiting the position in 2024-Q2.

Question 2

What is Creative Planning's ERF position worth?

Accepted Answer

Creative Planning's ERF position was last reported at $0 in 2024-Q2 before the exit.

Question 3

Is Creative Planning buying or selling ERF?

Accepted Answer

In 2024-Q2, Creative Planning exited their ERF position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy ERF?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in ERF in 2019-Q2. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q1	Increased	43,163	+8.2%	$848,585	0.0%	—	27
2023-Q4	Increased	39,911	+32.6%	$612,235	0.0%	—	31
2023-Q3	Increased	30,088	+0.2%	$530,452	0.0%	—	24
2023-Q2	Increased	30,034	+65.8%	$434,592	0.0%	—	35
2023-Q1	Increased	18,110	+18.1%	$260,965	0.0%	—	27
2022-Q4	New	15,341	-	$270,769	0.0%	—	32
2021-Q1	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q4	Decreased	11,285	-55.0%	$35,000	0.0%	—	0
2020-Q3	Increased	25,079	+0.0%	$47,000	0.0%	—	20
2020-Q2	Decreased	25,077	-3.5%	$71,000	0.0%	—	0
2020-Q1	Increased	25,974	+12.0%	$38,000	0.0%	—	22
2019-Q4	Decreased	23,193	-1.0%	$165,000	0.0%	—	0
2019-Q3	Decreased	23,428	-1.0%	$174,000	0.0%	—	0
2019-Q2	New	23,662	-	$178,000	0.0%	—	31

ERF15 quarters

ERF
15 quarters