EWM
PWE

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

Elite Wealth Management’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
2014
Q2 		– Sell
-2,015
Closed -$17K – 495
2014
Q1 		$17K Hold
2,015
– – 0.01% 210
2013
Q4 		$17K Buy
+2,015
New +$19.3K 0.01% 299

Other funds holding PWE

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
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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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Elite Wealth Management's PWE Position: Q2 2014 in Review

Elite Wealth Management sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2014, closing a stake of 2,015 shares — an estimated $17K sold.

Elite Wealth Management first reported a position in PWE in Q4 2013 and held it in 2 quarters. The position peaked at $17K in Q1 2014. 229 funds tracked by Wall St. Rank hold PWE as of Q2 2014.

  • Elite Wealth Management reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,015 Penn West Energy Petroleum Ltd shares in Q2 2014, an estimated $17K.
  • Elite Wealth Management first reported a position in Penn West Energy Petroleum Ltd in Q4 2013 and held it in 2 quarters.
  • Elite Wealth Management's Penn West Energy Petroleum Ltd position peaked at $17K in Q1 2014.
  • 229 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.