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PENN WEST ENERGY TRUST
PENN WEST ENERGY TRUST. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 4 Institutional holders with a total value of $418,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NORRIS PERNE & FRENCH LLP/MI 20,726 173,000 41.39%
2 Camelot Portfolios, LLC 19,500 163,000 39.00%
3 Shamrock Asset Management LLC 9,445 79,000 18.90%
4 B. Riley Wealth Management, Inc. 328 3,000 0.72%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.