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

Institutional Holders (2014Q2)
Portfolio Summary: 5 Institutional holders with a total value of $503,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NORRIS PERNE & FRENCH LLP/MI 19,826 194,000 38.57%
2 Camelot Portfolios, LLC 19,525 191,000 37.97%
3 Shamrock Asset Management LLC 11,108 108,000 21.47%
4 America First Investment Advisors, LLC 715 7,000 1.39%
5 B. Riley Wealth Management, Inc. 328 3,000 0.60%

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.