GGPS
PWE

Gary Goldberg Planning Services’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Gary Goldberg Planning Services’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 – 366
2013
Q3 		$6K Hold
500
– – ﹤0.01% 324
2013
Q2 		$5K Buy
+500
New +$4.99K ﹤0.01% 332

Other funds holding PWE

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

Gary Goldberg Planning Services's PWE Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Penn West Energy Petroleum Ltd (PWE) in Q4 2013, closing a stake of 500 shares — an estimated $6K sold.

Gary Goldberg Planning Services first reported a position in PWE in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 238 funds tracked by Wall St. Rank hold PWE as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Penn West Energy Petroleum Ltd position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 500 Penn West Energy Petroleum Ltd shares in Q4 2013, an estimated $6K.
  • Gary Goldberg Planning Services first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services'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 Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.