Allworth Financial’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Allworth Financial’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
2017 Q2	–	Sell	-1,000	Closed	-$2K	–	859
2017 Q1	$2K	Hold	1,000	–	–	﹤0.01%	679
2016 Q4	$2K	Hold	1,000	–	–	﹤0.01%	609
2016 Q3	$2K	Hold	1,000	–	–	﹤0.01%	618
2016 Q2	$1K	Buy	+1,000	New	+$996	﹤0.01%	630
2016 Q1	–	Sell	-409	Closed	–	–	699
2015 Q4	$0	Hold	409	–	–	﹤0.01%	698
2015 Q3	$0	Hold	409	–	–	﹤0.01%	667
2015 Q2	$1K	Hold	409	–	–	﹤0.01%	590
2015 Q1	$1K	Buy	+409	New	+$755	﹤0.01%	591

Other funds holding PWE

FCA

Florence Capital Advisors New York $105M AUM

Allworth Financial's PWE Position: Q2 2017 in Review

Allworth Financial sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2017, closing a stake of 1,000 shares — an estimated $2K sold.

Allworth Financial first reported a position in PWE in Q1 2015 and held it in 8 quarters. The position peaked at $2K in Q1 2017. 1 fund tracked by Wall St. Rank holds PWE as of Q2 2017.

Allworth Financial reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2017 after selling out during the quarter.
Allworth Financial sold 1,000 Penn West Energy Petroleum Ltd shares in Q2 2017, an estimated $2K.
Allworth Financial first reported a position in Penn West Energy Petroleum Ltd in Q1 2015 and held it in 8 quarters.
Allworth Financial's Penn West Energy Petroleum Ltd position peaked at $2K in Q1 2017.
1 fund tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2017.

Based on Allworth Financial's 13F filing for Q2 2017, filed 7 Aug 2017.