AWMS
PWE

Advocacy Wealth Management Services’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Advocacy Wealth Management Services’s Portfolio PWE Stock Details PWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$11K Hold
1,000
– – 0.03% 220
2013
Q2 		$11K Buy
+1,000
New +$9.98K 0.04% 181

Other funds holding PWE

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SAC
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Advocacy Wealth Management Services's PWE Position: Q3 2013 in Review

Advocacy Wealth Management Services held its Penn West Energy Petroleum Ltd (PWE) position steady in Q3 2013 at 1,000 shares worth $11K. The position accounts for 0.03% of the portfolio, ranked #220.

Advocacy Wealth Management Services first reported a position in PWE in Q2 2013 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold PWE as of Q3 2013.

  • Advocacy Wealth Management Services held 1,000 shares of Penn West Energy Petroleum Ltd worth $11K as of Q3 2013.
  • Advocacy Wealth Management Services left its Penn West Energy Petroleum Ltd share count unchanged in Q3 2013.
  • Penn West Energy Petroleum Ltd made up 0.03% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #220 holding.
  • Advocacy Wealth Management Services first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.