BWFA
PWE

Baltimore-Washington Financial Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Baltimore-Washington Financial 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
2013
Q4 		– Sell
-500
Closed -$6K – 329
2013
Q3 		$6K Buy
+500
New +$5.8K ﹤0.01% 195

Other funds holding PWE

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Royal Bank of Canada
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PWE Position: Q4 2013 in Review

Baltimore-Washington Financial Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q4 2013, closing a stake of 500 shares — an estimated $6K sold.

Baltimore-Washington Financial Advisors first reported a position in PWE in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 238 funds tracked by Wall St. Rank hold PWE as of Q4 2013.

  • Baltimore-Washington Financial Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q4 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 500 Penn West Energy Petroleum Ltd shares in Q4 2013, an estimated $6K.
  • Baltimore-Washington Financial Advisors first reported a position in Penn West Energy Petroleum Ltd in Q3 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Penn West Energy Petroleum Ltd position peaked at $6K in Q3 2013.
  • 238 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q4 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2013, filed 14 Jan 2014.