Next Financial Group’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Next Financial Group’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
2017 Q2	–	Sell	-962	Closed	-$1K	–	2035
2017 Q1	$1K	Sell	962 -177	-16%	-$304	﹤0.01%	1854
2016 Q4	$2K	Hold	1,139	–	–	﹤0.01%	2236
2016 Q3	$2K	Buy	1,139 +177	+18%	+$275	﹤0.01%	2222
2016 Q2	$1K	Buy	962 +411	+75%	+$409	﹤0.01%	1716
2016 Q1	$0	Buy	551 +51	+10%	+$43	﹤0.01%	1950
2015 Q4	$0	Hold	500	–	–	﹤0.01%	2026
2015 Q3	$0	Hold	500	–	–	﹤0.01%	2040
2015 Q2	$0	Hold	500	–	–	﹤0.01%	2037
2015 Q1	$0	Hold	500	–	–	﹤0.01%	2030
2014 Q4	$1K	Sell	500 -1,556	-76%	-$6.13K	﹤0.01%	1862
2014 Q3	$14K	Buy	+2,056	New	+$16.2K	﹤0.01%	1620

Other funds holding PWE

FCA

Florence Capital Advisors New York $105M AUM

Next Financial Group's PWE Position: Q2 2017 in Review

Next Financial Group sold out of Penn West Energy Petroleum Ltd (PWE) in Q2 2017, closing a stake of 962 shares — an estimated $1K sold.

Next Financial Group first reported a position in PWE in Q3 2014 and held it in 11 quarters. The position peaked at $14K in Q3 2014. 1 fund tracked by Wall St. Rank holds PWE as of Q2 2017.

Next Financial Group reported no remaining Penn West Energy Petroleum Ltd position as of Q2 2017 after selling out during the quarter.
Next Financial Group sold 962 Penn West Energy Petroleum Ltd shares in Q2 2017, an estimated $1K.
Next Financial Group first reported a position in Penn West Energy Petroleum Ltd in Q3 2014 and held it in 11 quarters.
Next Financial Group's Penn West Energy Petroleum Ltd position peaked at $14K in Q3 2014.
1 fund tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.