WA
PWE

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

Waverly 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
Q3 		– Sell
-4,748
Closed -$46K – 803
2014
Q2 		$46K Buy
+4,748
New +$44K 0.02% 242

Other funds holding PWE

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waverly Advisors's PWE Position: Q3 2014 in Review

Waverly Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q3 2014, closing a stake of 4,748 shares — an estimated $46K sold.

Waverly Advisors first reported a position in PWE in Q2 2014 and held it in 1 quarter. The position peaked at $46K in Q2 2014. 221 funds tracked by Wall St. Rank hold PWE as of Q3 2014.

  • Waverly Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 4,748 Penn West Energy Petroleum Ltd shares in Q3 2014, an estimated $46K.
  • Waverly Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2014 and held it in 1 quarter.
  • Waverly Advisors's Penn West Energy Petroleum Ltd position peaked at $46K in Q2 2014.
  • 221 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.