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Choate Investment Advisors’s Baytex Energy BTE Stock Holding History

Choate Investment 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
2014
Q3 		– Sell
-905
Closed -$53.1K – 262
2014
Q2 		$53.1K Buy
905
+305
+51% +$13K ﹤0.01% 269
2014
Q1 		$24.7K Buy
+600
New +$22.7K ﹤0.01% 277

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Choate Investment Advisors's BTE Position: Q3 2014 in Review

Choate Investment Advisors sold out of Baytex Energy (BTE) in Q3 2014, closing a stake of 905 shares — an estimated $53.1K sold.

Choate Investment Advisors first reported a position in BTE in Q1 2014 and held it in 2 quarters. The position peaked at $53.1K in Q2 2014. 167 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • Choate Investment Advisors reported no remaining Baytex Energy position as of Q3 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 905 Baytex Energy shares in Q3 2014, an estimated $53.1K.
  • Choate Investment Advisors first reported a position in Baytex Energy in Q1 2014 and held it in 2 quarters.
  • Choate Investment Advisors's Baytex Energy position peaked at $53.1K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on Choate Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.