VWM
PWE

Valley Wealth Managers’s Penn West Energy Petroleum Ltd PWE Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-180
Closed – – 228
2016
Q2 		$0 Buy
+180
New +$179 ﹤0.01% 220

Other funds holding PWE

FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Valley Wealth Managers's PWE Position: Q3 2016 in Review

Valley Wealth Managers sold out of Penn West Energy Petroleum Ltd (PWE) in Q3 2016, closing a stake of 180 shares.

Valley Wealth Managers first reported a position in PWE in Q2 2016 and held it in 1 quarter. The position peaked at $0 in Q2 2016. 134 funds tracked by Wall St. Rank hold PWE as of Q3 2016.

  • Valley Wealth Managers reported no remaining Penn West Energy Petroleum Ltd position as of Q3 2016 after selling out during the quarter.
  • Valley Wealth Managers sold 180 Penn West Energy Petroleum Ltd shares in Q3 2016.
  • Valley Wealth Managers first reported a position in Penn West Energy Petroleum Ltd in Q2 2016 and held it in 1 quarter.
  • Valley Wealth Managers's Penn West Energy Petroleum Ltd position peaked at $0 in Q2 2016.
  • 134 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q3 2016.

Based on Valley Wealth Managers's 13F filing for Q3 2016, filed 9 Nov 2016.