Investors Capital Advisory Services’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
2016
Q2
$28K Buy
20,852
+3,515
+20% +$3.5K 0.01% 688
2016
Q1
$16K Sell
17,337
-684
-4% -$583 ﹤0.01% 683
2015
Q4
$15K Sell
18,021
-2,499
-12% -$2.65K ﹤0.01% 702
2015
Q3
$9K Sell
20,520
-819
-4% -$801 ﹤0.01% 716
2015
Q2
$36K Sell
21,339
-196
-0.9% -$405 0.01% 712
2015
Q1
$35K Buy
21,535
+382
+2% +$705 0.01% 717
2014
Q4
$43K Sell
21,153
-541
-2% -$2.13K 0.01% 688
2014
Q3
$146K Sell
21,694
-1,583
-7% -$12.5K 0.03% 605
2014
Q2
$227K Buy
23,277
+167
+0.7% +$1.55K 0.04% 553
2014
Q1
$193K Sell
23,110
-79
-0.3% -$638 0.04% 549
2013
Q4
$193K Buy
23,189
+2,217
+11% +$21.3K 0.04% 507
2013
Q3
$233K Buy
20,972
+2,000
+11% +$23.2K 0.06% 420
2013
Q2
$200K Buy
+18,972
New +$189K 0.06% 420

Other funds holding PWE

Investors Capital Advisory Services's PWE Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Penn West Energy Petroleum Ltd (PWE) stake by 20% in Q2 2016, buying an estimated $3.5K and bringing the position to 20,852 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #688.

Investors Capital Advisory Services first reported a position in PWE in Q2 2013 and has held it in 13 quarters since. The position peaked at $233K in Q3 2013. 132 funds tracked by Wall St. Rank hold PWE as of Q2 2016.

  • Investors Capital Advisory Services held 20,852 shares of Penn West Energy Petroleum Ltd worth $28K as of Q2 2016.
  • Investors Capital Advisory Services bought 3,515 Penn West Energy Petroleum Ltd shares in Q2 2016, an estimated $3.5K.
  • Penn West Energy Petroleum Ltd made up 0.01% of Investors Capital Advisory Services's portfolio in Q2 2016, its #688 holding.
  • Investors Capital Advisory Services first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's Penn West Energy Petroleum Ltd position peaked at $233K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.