WP
PWE

WealthPLAN Partners’s Penn West Energy Petroleum Ltd PWE Stock Holding History

WealthPLAN Partners’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 		$353 Sell
193
-193
-50% -$299 ﹤0.01% 928
2016
Q2 		$268 Buy
+386
New +$384 ﹤0.01% 2403

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 $52.8B AUM 58.98% 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 $1T AUM
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

WealthPLAN Partners's PWE Position: Q3 2016 in Review

WealthPLAN Partners reduced its Penn West Energy Petroleum Ltd (PWE) stake by 50% in Q3 2016, selling an estimated $299 and leaving 193 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #928.

WealthPLAN Partners first reported a position in PWE in Q2 2016 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PWE as of Q3 2016.

  • WealthPLAN Partners held 193 shares of Penn West Energy Petroleum Ltd worth $353 as of Q3 2016.
  • WealthPLAN Partners sold 193 Penn West Energy Petroleum Ltd shares in Q3 2016, an estimated $299.
  • Penn West Energy Petroleum Ltd made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #928 holding.
  • WealthPLAN Partners first reported a position in Penn West Energy Petroleum Ltd in Q2 2016 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.