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Chessman Wealth Strategies RIA’s Baytex Energy BTE Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-37
Closed – – 44
2018
Q3 		$0 Buy
+37
New +$113 ﹤0.01% 195

Other funds holding BTE

LM
Luminus Management Houston, Texas $146M AUM 27.83% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Chessman Wealth Strategies RIA's BTE Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Baytex Energy (BTE) in Q4 2018, closing a stake of 37 shares.

Chessman Wealth Strategies RIA first reported a position in BTE in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 120 funds tracked by Wall St. Rank hold BTE as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Baytex Energy position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 37 Baytex Energy shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in Baytex Energy in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Baytex Energy position peaked at $0 in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.