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Coe Capital Management’s Baytex Energy BTE Stock Holding History

Coe Capital Management’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
Q1 		– Sell
-25,135
Closed -$984K – 238
2013
Q4 		$984K Buy
+25,135
New +$1.01M 0.34% 96

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Coe Capital Management's BTE Position: Q1 2014 in Review

Coe Capital Management sold out of Baytex Energy (BTE) in Q1 2014, closing a stake of 25,135 shares — an estimated $984K sold.

Coe Capital Management first reported a position in BTE in Q4 2013 and held it in 1 quarter. The position peaked at $984K in Q4 2013. 169 funds tracked by Wall St. Rank hold BTE as of Q1 2014.

  • Coe Capital Management reported no remaining Baytex Energy position as of Q1 2014 after selling out during the quarter.
  • Coe Capital Management sold 25,135 Baytex Energy shares in Q1 2014, an estimated $984K.
  • Coe Capital Management first reported a position in Baytex Energy in Q4 2013 and held it in 1 quarter.
  • Coe Capital Management's Baytex Energy position peaked at $984K in Q4 2013.
  • 169 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2014.

Based on Coe Capital Management's 13F filing for Q1 2014, filed 14 May 2014.