Acorn Wealth Advisors’s Baytex Energy BTE Stock Holding History

Acorn Wealth Advisors’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,415	Closed	-$21K	–	154
2018 Q2	$21K	Buy	6,415 +1,492	+30%	+$5.85K	0.02%	380
2018 Q1	$22K	Hold	4,923	–	–	0.02%	375
2017 Q4	$15K	Buy	+4,923	New	+$14.5K	0.01%	420

Other funds holding BTE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Acorn Wealth Advisors's BTE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Baytex Energy (BTE) in Q3 2018, closing a stake of 6,415 shares — an estimated $21K sold.

Acorn Wealth Advisors first reported a position in BTE in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 143 funds tracked by Wall St. Rank hold BTE as of Q3 2018.

Acorn Wealth Advisors reported no remaining Baytex Energy position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 6,415 Baytex Energy shares in Q3 2018, an estimated $21K.
Acorn Wealth Advisors first reported a position in Baytex Energy in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Baytex Energy position peaked at $22K in Q1 2018.
143 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.