| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Camelot Portfolios, LLC | 10 | 10 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2015 | 10 |
| B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
| Shamrock Asset Management LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2014 | 3 |
| Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 3 |
| Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| NORRIS PERNE & FRENCH LLP/MI | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
| Advisory Services Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
| America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2010 | 1 |
| WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
| Diversified Investment Strategies, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
| Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own PENN WEST ENERGY TRUST or have owned PENN WEST ENERGY TRUST in the past.