ArchPoint Investors’s Baytex Energy BTE Stock Holding History

ArchPoint Investors’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
2014 Q4	–	Sell	-9,755	Closed	-$369K	–	129
2014 Q3	$369K	Hold	9,755	–	–	0.31%	54
2014 Q2	$450K	Buy	9,755 +395	+4%	+$16.8K	0.38%	47
2014 Q1	$385K	Buy	9,360 +2,275	+32%	+$85.9K	0.35%	46
2013 Q4	$278K	Hold	7,085	–	–	0.25%	64
2013 Q3	$293K	Buy	+7,085	New	+$285K	0.32%	62

Other funds holding BTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

ArchPoint Investors's BTE Position: Q4 2014 in Review

ArchPoint Investors sold out of Baytex Energy (BTE) in Q4 2014, closing a stake of 9,755 shares — an estimated $369K sold.

ArchPoint Investors first reported a position in BTE in Q3 2013 and held it in 5 quarters. The position peaked at $450K in Q2 2014. 153 funds tracked by Wall St. Rank hold BTE as of Q4 2014.

ArchPoint Investors reported no remaining Baytex Energy position as of Q4 2014 after selling out during the quarter.
ArchPoint Investors sold 9,755 Baytex Energy shares in Q4 2014, an estimated $369K.
ArchPoint Investors first reported a position in Baytex Energy in Q3 2013 and held it in 5 quarters.
ArchPoint Investors's Baytex Energy position peaked at $450K in Q2 2014.
153 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2014.

Based on ArchPoint Investors's 13F filing for Q4 2014, filed 13 Feb 2015.