B. Riley Wealth Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

B. Riley Wealth Advisors’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
2015 Q1	–	Sell	-36,350	Closed	-$409	–	2464
2014 Q4	$409	Buy	36,350 +25,650	+240%	+$101K	0.01%	1000
2014 Q3	$76K	Sell	10,700 -23,263	-68%	-$184K	0.02%	594
2014 Q2	$108K	Buy	33,963 +22,963	+209%	+$213K	0.03%	683
2014 Q1	$92K	Sell	11,000 -6,657	-38%	-$53.8K	0.03%	638
2013 Q4	$148K	Buy	17,657 +6,900	+64%	+$66.2K	0.05%	439
2013 Q3	$120K	Buy	10,757 +100	+0.9%	+$1.16K	0.04%	494
2013 Q2	$113K	Buy	+10,657	New	+$106K	0.04%	509

Other funds holding PWE

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PCM

Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FCG

FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return

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

B. Riley Wealth Advisors's PWE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q1 2015, closing a stake of 36,350 shares — an estimated $409 sold.

B. Riley Wealth Advisors first reported a position in PWE in Q2 2013 and held it in 7 quarters. The position peaked at $148K in Q4 2013. 180 funds tracked by Wall St. Rank hold PWE as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 36,350 Penn West Energy Petroleum Ltd shares in Q1 2015, an estimated $409.
B. Riley Wealth Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 7 quarters.
B. Riley Wealth Advisors's Penn West Energy Petroleum Ltd position peaked at $148K in Q4 2013.
180 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.