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Cornerstone Advisors (Washington)’s Baytex Energy BTE Stock Holding History

Cornerstone Advisors (Washington)’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
2015
Q1 		– Sell
-78
Closed -$1K – 792
2014
Q4 		$1K Buy
+78
New +$1.99K ﹤0.01% 680

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BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cornerstone Advisors (Washington)'s BTE Position: Q1 2015 in Review

Cornerstone Advisors (Washington) sold out of Baytex Energy (BTE) in Q1 2015, closing a stake of 78 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in BTE in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 146 funds tracked by Wall St. Rank hold BTE as of Q1 2015.

  • Cornerstone Advisors (Washington) reported no remaining Baytex Energy position as of Q1 2015 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 78 Baytex Energy shares in Q1 2015, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Baytex Energy in Q4 2014 and held it in 1 quarter.
  • Cornerstone Advisors (Washington)'s Baytex Energy position peaked at $1K in Q4 2014.
  • 146 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2015.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2015, filed 24 Apr 2015.