OIA
PWE

Optimum Investment Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Optimum Investment 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
2013
Q4 		– Sell
-4,945
Closed -$55K – 781
2013
Q3 		$55K Buy
+4,945
New +$57.4K 0.02% 363

Other funds holding PWE

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Optimum Investment Advisors's PWE Position: Q4 2013 in Review

Optimum Investment Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q4 2013, closing a stake of 4,945 shares — an estimated $55K sold.

Optimum Investment Advisors first reported a position in PWE in Q3 2013 and held it in 1 quarter. The position peaked at $55K in Q3 2013. 238 funds tracked by Wall St. Rank hold PWE as of Q4 2013.

  • Optimum Investment Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 4,945 Penn West Energy Petroleum Ltd shares in Q4 2013, an estimated $55K.
  • Optimum Investment Advisors first reported a position in Penn West Energy Petroleum Ltd in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's Penn West Energy Petroleum Ltd position peaked at $55K in Q3 2013.
  • 238 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.