Executive Wealth Management’s Baytex Energy BTE Stock Holding History

Executive Wealth 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
2019 Q3	–	Sell	-890	Closed	-$1K	–	219
2019 Q2	$1K	Hold	890	–	–	﹤0.01%	838
2019 Q1	$2K	Hold	890	–	–	﹤0.01%	721
2018 Q4	$2K	Buy	+890	New	+$1.82K	﹤0.01%	754

Other funds holding BTE

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Executive Wealth Management's BTE Position: Q3 2019 in Review

Executive Wealth Management sold out of Baytex Energy (BTE) in Q3 2019, closing a stake of 890 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in BTE in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 103 funds tracked by Wall St. Rank hold BTE as of Q3 2019.

Executive Wealth Management reported no remaining Baytex Energy position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 890 Baytex Energy shares in Q3 2019, an estimated $1K.
Executive Wealth Management first reported a position in Baytex Energy in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Baytex Energy position peaked at $2K in Q1 2019.
103 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.