Berman Capital Advisors’s Baytex Energy BTE Stock Holding History

Berman Capital 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
2020 Q3	–	Sell	-471,698	Closed	-$237K	–	1602
2020 Q2	$237K	Hold	471,698	–	–	0.06%	124
2020 Q1	$110K	Buy	+471,698	New	+$436K	0.04%	180
2019 Q2	–	Sell	-150,000	Closed	-$253K	–	1470
2019 Q1	$253K	Buy	+150,000	New	+$263K	0.08%	109

Other funds holding BTE

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Berman Capital Advisors's BTE Position: Q3 2020 in Review

Berman Capital Advisors sold out of Baytex Energy (BTE) in Q3 2020, closing a stake of 471,698 shares — an estimated $237K sold.

Berman Capital Advisors first reported a position in BTE in Q1 2019 and held it in 3 quarters. The position peaked at $253K in Q1 2019. 73 funds tracked by Wall St. Rank hold BTE as of Q3 2020.

Berman Capital Advisors reported no remaining Baytex Energy position as of Q3 2020 after selling out during the quarter.
Berman Capital Advisors sold 471,698 Baytex Energy shares in Q3 2020, an estimated $237K.
Berman Capital Advisors first reported a position in Baytex Energy in Q1 2019 and held it in 3 quarters.
Berman Capital Advisors's Baytex Energy position peaked at $253K in Q1 2019.
73 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.