Commonwealth Equity Services’s Baytex Energy BTE Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-7,257	Closed	-$275K	–	2099
2014 Q3	$275K	Buy	7,257 +52	+0.7%	+$2.21K	﹤0.01%	1606
2014 Q2	$333K	Buy	7,205 +176	+3%	+$7.47K	﹤0.01%	1473
2014 Q1	$289K	Buy	7,029 +474	+7%	+$17.9K	﹤0.01%	1509
2013 Q4	$257K	Sell	6,555 -375	-5%	-$15.1K	﹤0.01%	1549
2013 Q3	$286K	Sell	6,930 -397	-5%	-$16K	﹤0.01%	1402
2013 Q2	$264K	Buy	+7,327	New	+$282K	﹤0.01%	1385

Other funds holding BTE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Commonwealth Equity Services's BTE Position: Q4 2014 in Review

Commonwealth Equity Services sold out of Baytex Energy (BTE) in Q4 2014, closing a stake of 7,257 shares — an estimated $275K sold.

Commonwealth Equity Services first reported a position in BTE in Q2 2013 and held it in 6 quarters. The position peaked at $333K in Q2 2014. 153 funds tracked by Wall St. Rank hold BTE as of Q4 2014.

Commonwealth Equity Services reported no remaining Baytex Energy position as of Q4 2014 after selling out during the quarter.
Commonwealth Equity Services sold 7,257 Baytex Energy shares in Q4 2014, an estimated $275K.
Commonwealth Equity Services first reported a position in Baytex Energy in Q2 2013 and held it in 6 quarters.
Commonwealth Equity Services's Baytex Energy position peaked at $333K in Q2 2014.
153 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2014.

Based on Commonwealth Equity Services's 13F filing for Q4 2014, filed 13 Jan 2015.