Checchi Capital Advisers’s Baytex Energy BTE Stock Holding History

Checchi Capital Advisers’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
2016 Q3	–	Sell	-112	Closed	-$1K	–	509
2016 Q2	$1K	Hold	112	–	–	﹤0.01%	1544
2016 Q1	$0	Buy	+112	New	+$293	﹤0.01%	1592
2014 Q3	–	Sell	-7,327	Closed	-$338K	–	285
2014 Q2	$338K	Buy	7,327 +243	+3%	+$10.3K	0.15%	122
2014 Q1	$291K	Buy	+7,084	New	+$268K	0.18%	115

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Checchi Capital Advisers's BTE Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Baytex Energy (BTE) in Q3 2016, closing a stake of 112 shares — an estimated $1K sold.

Checchi Capital Advisers first reported a position in BTE in Q1 2014 and held it in 4 quarters. The position peaked at $338K in Q2 2014. 111 funds tracked by Wall St. Rank hold BTE as of Q3 2016.

Checchi Capital Advisers reported no remaining Baytex Energy position as of Q3 2016 after selling out during the quarter.
Checchi Capital Advisers sold 112 Baytex Energy shares in Q3 2016, an estimated $1K.
Checchi Capital Advisers first reported a position in Baytex Energy in Q1 2014 and held it in 4 quarters.
Checchi Capital Advisers's Baytex Energy position peaked at $338K in Q2 2014.
111 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.