Creative Planning’s Penn West Energy Petroleum Ltd PWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-492,594
| Closed | -$837K | – | 5043 |
|
|
2017
Q1 | $837K | Buy |
492,594
+35,840
| +8% | +$61.5K | ﹤0.01% | 739 |
|
|
2016
Q4 | $808K | Sell |
456,754
-3,521
| -0.8% | -$6.07K | ﹤0.01% | 704 |
|
|
2016
Q3 | $833K | Buy |
460,275
+4,171
| +0.9% | +$6.47K | 0.01% | 668 |
|
|
2016
Q2 | $634K | Buy |
456,104
+13,451
| +3% | +$13.4K | ﹤0.01% | 677 |
|
|
2016
Q1 | $412K | Buy |
442,653
+18,569
| +4% | +$15.8K | ﹤0.01% | 831 |
|
|
2015
Q4 | $355K | Buy |
424,084
+65,395
| +18% | +$69.4K | ﹤0.01% | 918 |
|
|
2015
Q3 | $161K | Buy |
358,689
+28,526
| +9% | +$27.9K | ﹤0.01% | 1317 |
|
|
2015
Q2 | $571K | Buy |
330,163
+31,750
| +11% | +$65.5K | 0.01% | 624 |
|
|
2015
Q1 | $492K | Buy |
298,413
+25,793
| +9% | +$47.6K | ﹤0.01% | 742 |
|
|
2014
Q4 | $567K | Buy |
272,620
+9,435
| +4% | +$37.2K | 0.01% | 647 |
|
|
2014
Q3 | $1.78M | Sell |
263,185
-441
| -0.2% | -$3.48K | 0.02% | 268 |
|
|
2014
Q2 | $2.57M | Buy |
263,626
+1,138
| +0.4% | +$10.6K | 0.03% | 191 |
|
|
2014
Q1 | $2.19M | Buy |
262,488
+55,984
| +27% | +$452K | 0.03% | 186 |
|
|
2013
Q4 | $1.73M | Buy |
206,504
+194,297
| +1,592% | +$1.86M | 0.03% | 206 |
|
|
2013
Q3 | $136K | Buy |
12,207
+1,239
| +11% | +$14.4K | ﹤0.01% | 938 |
|
|
2013
Q2 | $116K | Buy |
+10,968
| New | +$109K | ﹤0.01% | 908 |
|
Other funds holding PWE
Creative Planning's PWE Position: Q2 2017 in Review
Creative Planning sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2017, closing a stake of 492,594 shares — an estimated $837K sold.
Creative Planning first reported a position in PWE in Q2 2013 and held it in 16 quarters. The position peaked at $2.57M in Q2 2014. 1 fund tracked by Wall St. Rank holds PWE as of Q2 2017.
- Creative Planning reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 492,594 Penn West Energy Petroleum Ltd shares in Q2 2017, an estimated $837K.
- Creative Planning first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 16 quarters.
- Creative Planning's Penn West Energy Petroleum Ltd position peaked at $2.57M in Q2 2014.
- 1 fund tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.