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

Evercore 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
2016 Q4	–	Sell	-1,042	Closed	-$2K	–	1134
2016 Q3	$2K	Buy	+1,042	New	+$1.62K	﹤0.01%	998
2015 Q4	–	Sell	-800	Closed	–	–	1098
2015 Q3	$0	Hold	800	–	–	﹤0.01%	1091
2015 Q2	$1K	Hold	800	–	–	﹤0.01%	1052
2015 Q1	$1K	Hold	800	–	–	﹤0.01%	985
2014 Q4	$2K	Hold	800	–	–	﹤0.01%	851
2014 Q3	$5K	Hold	800	–	–	﹤0.01%	874
2014 Q2	$8K	Hold	800	–	–	﹤0.01%	865
2014 Q1	$7K	Hold	800	–	–	﹤0.01%	845
2013 Q4	$7K	Hold	800	–	–	﹤0.01%	785
2013 Q3	$9K	Hold	800	–	–	﹤0.01%	774
2013 Q2	$8K	Buy	+800	New	+$7.98K	﹤0.01%	739

Other funds holding PWE

FCG

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PCM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evercore Wealth Management's PWE Position: Q4 2016 in Review

Evercore Wealth Management sold out of Penn West Energy Petroleum Ltd (PWE) in Q4 2016, closing a stake of 1,042 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in PWE in Q2 2013 and held it in 11 quarters. The position peaked at $9K in Q3 2013. 131 funds tracked by Wall St. Rank hold PWE as of Q4 2016.

Evercore Wealth Management reported no remaining Penn West Energy Petroleum Ltd position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 1,042 Penn West Energy Petroleum Ltd shares in Q4 2016, an estimated $2K.
Evercore Wealth Management first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's Penn West Energy Petroleum Ltd position peaked at $9K in Q3 2013.
131 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.