WA
PWE

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

WFG 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
2016
Q4 		– Sell
-720
Closed -$1K – 1835
2016
Q3 		$1K Hold
720
– – ﹤0.01% 1546
2016
Q2 		$1K Hold
720
– – ﹤0.01% 1537
2016
Q1 		$1K Hold
720
– – ﹤0.01% 1501
2015
Q4 		$1K Hold
720
– – ﹤0.01% 1538
2015
Q3 		$0 Hold
720
– – ﹤0.01% 1777
2015
Q2 		$1K Hold
720
– – ﹤0.01% 1630
2015
Q1 		$1K Sell
720
-1,030
-59% -$1.9K ﹤0.01% 1714
2014
Q4 		$4K Hold
1,750
– – ﹤0.01% 1727
2014
Q3 		$12K Hold
1,750
– – ﹤0.01% 1447
2014
Q2 		$17K Hold
1,750
– – ﹤0.01% 1338
2014
Q1 		$15K Sell
1,750
-8,381
-83% -$67.7K ﹤0.01% 1364
2013
Q4 		$85K Buy
10,131
+350
+4% +$3.36K 0.01% 804
2013
Q3 		$109K Buy
9,781
+95
+1% +$1.1K 0.02% 679
2013
Q2 		$102K Buy
+9,686
New +$96.7K 0.02% 662

Other funds holding PWE

FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WFG Advisors's PWE Position: Q4 2016 in Review

WFG Advisors sold out of Penn West Energy Petroleum Ltd (PWE) in Q4 2016, closing a stake of 720 shares — an estimated $1K sold.

WFG Advisors first reported a position in PWE in Q2 2013 and held it in 14 quarters. The position peaked at $109K in Q3 2013. 131 funds tracked by Wall St. Rank hold PWE as of Q4 2016.

  • WFG Advisors reported no remaining Penn West Energy Petroleum Ltd position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 720 Penn West Energy Petroleum Ltd shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Penn West Energy Petroleum Ltd in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Penn West Energy Petroleum Ltd position peaked at $109K in Q3 2013.
  • 131 funds tracked by Wall St. Rank held Penn West Energy Petroleum Ltd as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.