Loring Wolcott & Coolidge Fiduciary Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-2,255	Closed	-$19K	–	647
2014 Q1	$19K	Sell	2,255 -600	-21%	-$4.85K	﹤0.01%	498
2013 Q4	$24K	Hold	2,855	–	–	﹤0.01%	458
2013 Q3	$32K	Hold	2,855	–	–	﹤0.01%	402
2013 Q2	$30K	Buy	+2,855	New	+$28.5K	﹤0.01%	442

Other funds holding PWE

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's PWE Position: Q2 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2014, closing a stake of 2,255 shares — an estimated $19K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PWE in Q2 2013 and held it in 4 quarters. The position peaked at $32K in Q3 2013. 229 funds tracked by Wall St. Rank hold PWE as of Q2 2014.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2014 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,255 Penn West Energy Petroleum Ltd shares in Q2 2014, an estimated $19K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Penn West Energy Petroleum Ltd position peaked at $32K in Q3 2013.
229 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.