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

Institutional Holders (2014Q3)
Portfolio Summary: 4 Institutional holders with a total value of $302,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Shamrock Asset Management LLC 23,520 159,000 52.65%
2 Camelot Portfolios, LLC 19,525 132,000 43.71%
3 Carroll Financial Associates, Inc. 2,150 9,000 2.98%
4 B. Riley Wealth Management, Inc. 328 2,000 0.66%

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.