JNBA Financial Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

JNBA Financial Advisors’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 Q3	–	Sell	-1,007	Closed	-$10K	–	612
2014 Q2	$10K	Hold	1,007	–	–	﹤0.01%	355
2014 Q1	$8K	Hold	1,007	–	–	﹤0.01%	358
2013 Q4	$8K	Hold	1,007	–	–	﹤0.01%	336
2013 Q3	$11K	Hold	1,007	–	–	0.01%	299
2013 Q2	$11K	Buy	+1,007	New	+$10K	0.01%	257

Other funds holding PWE

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JNBA Financial Advisors's PWE Position: Q3 2014 in Review

JNBA Financial Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q3 2014, closing a stake of 1,007 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in PWE in Q2 2013 and held it in 5 quarters. The position peaked at $11K in Q3 2013. 221 funds tracked by Wall St. Rank hold PWE as of Q3 2014.

JNBA Financial Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q3 2014 after selling out during the quarter.
JNBA Financial Advisors sold 1,007 Penn West Energy Petroleum Ltd shares in Q3 2014, an estimated $10K.
JNBA Financial Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 5 quarters.
JNBA Financial Advisors's Penn West Energy Petroleum Ltd position peaked at $11K in Q3 2013.
221 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q3 2014.

Based on JNBA Financial Advisors's 13F filing for Q3 2014, filed 22 Oct 2014.