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Aperio Group’s Baytex Energy BTE Stock Holding History

Aperio Group’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
2020
Q1 		– Sell
-38,936
Closed -$56K – 2341
2019
Q4 		$56K Sell
38,936
-26,200
-40% -$32.4K ﹤0.01% 2295
2019
Q3 		$96K Sell
65,136
-10,468
-14% -$15K ﹤0.01% 2245
2019
Q2 		$116K Sell
75,604
-5,386
-7% -$9.77K ﹤0.01% 2341
2019
Q1 		$137K Buy
80,990
+35,871
+80% +$62.9K ﹤0.01% 2211
2018
Q4 		$79K Sell
45,119
-17,008
-27% -$34.8K ﹤0.01% 2239
2018
Q3 		$181K Buy
62,127
+12,481
+25% +$38.3K ﹤0.01% 2204
2018
Q2 		$165K Sell
49,646
-4,520
-8% -$17.7K ﹤0.01% 2188
2018
Q1 		$148K Sell
54,166
-36,933
-41% -$107K ﹤0.01% 2181
2017
Q4 		$273K Buy
91,099
+72,373
+386% +$213K ﹤0.01% 1995
2017
Q3 		$56K Buy
18,726
+540
+3% +$1.41K ﹤0.01% 2200
2017
Q2 		$44K Buy
+18,186
New +$54.2K ﹤0.01% 2199

Other funds holding BTE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aperio Group's BTE Position: Q1 2020 in Review

Aperio Group sold out of Baytex Energy (BTE) in Q1 2020, closing a stake of 38,936 shares — an estimated $56K sold.

Aperio Group first reported a position in BTE in Q2 2017 and held it in 11 quarters. The position peaked at $273K in Q4 2017. 88 funds tracked by Wall St. Rank hold BTE as of Q1 2020.

  • Aperio Group reported no remaining Baytex Energy position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 38,936 Baytex Energy shares in Q1 2020, an estimated $56K.
  • Aperio Group first reported a position in Baytex Energy in Q2 2017 and held it in 11 quarters.
  • Aperio Group's Baytex Energy position peaked at $273K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.