JP Morgan Private Wealth Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

JP Morgan Private Wealth 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
2016 Q2	–	Sell	-14,350	Closed	-$14K	–	1349
2016 Q1	$14K	Buy	14,350 +4,175	+41%	+$3.56K	﹤0.01%	1229
2015 Q4	$8K	Hold	10,175	–	–	﹤0.01%	1151
2015 Q3	$5K	Buy	+10,175	New	+$9.95K	﹤0.01%	1054
2015 Q1	–	Sell	-15,683	Closed	-$33K	–	1188
2014 Q4	$33K	Sell	15,683 -285,183	-95%	-$1.12M	﹤0.01%	1079
2014 Q3	$2.03M	Buy	300,866 +108,668	+57%	+$859K	0.03%	371
2014 Q2	$1.88M	Sell	192,198 -1,103	-0.6%	-$10.2K	0.03%	306
2014 Q1	$1.62M	Buy	193,301 +13,585	+8%	+$110K	0.03%	317
2013 Q4	$1.5M	Sell	179,716 -230,113	-56%	-$2.21M	0.03%	292
2013 Q3	$4.56M	Sell	409,829 -1,319	-0.3%	-$15.3K	0.1%	186
2013 Q2	$4.35M	Buy	+411,148	New	+$4.1M	0.11%	180

Other funds holding PWE

FCG

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

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

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

Norges Bank Oslo, Norway $935B AUM

PCM

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

Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PWE Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2016, closing a stake of 14,350 shares — an estimated $14K sold.

JP Morgan Private Wealth Advisors first reported a position in PWE in Q2 2013 and held it in 10 quarters. The position peaked at $4.56M in Q3 2013. 132 funds tracked by Wall St. Rank hold PWE as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 14,350 Penn West Energy Petroleum Ltd shares in Q2 2016, an estimated $14K.
JP Morgan Private Wealth Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Penn West Energy Petroleum Ltd position peaked at $4.56M in Q3 2013.
132 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.