Financial Architects (New Jersey)’s Baytex Energy BTE Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-3,000	Closed	-$5K	–	1219
2019 Q1	$5K	Hold	3,000	–	–	﹤0.01%	1214
2018 Q4	$5K	Buy	+3,000	New	+$6.13K	﹤0.01%	1127
2018 Q3	–	Sell	-5,000	Closed	-$17K	–	1418
2018 Q2	$17K	Buy	+5,000	New	+$19.6K	﹤0.01%	846
2017 Q2	–	Sell	-113	Closed	–	–	1521
2017 Q1	$0	Hold	113	–	–	﹤0.01%	1567
2016 Q4	$1K	Buy	+113	New	+$490	﹤0.01%	1337

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

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

AIMCA

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

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

Norges Bank Oslo, Norway $1T AUM

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

Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Financial Architects (New Jersey)'s BTE Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Baytex Energy (BTE) in Q2 2019, closing a stake of 3,000 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in BTE in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q2 2018. 102 funds tracked by Wall St. Rank hold BTE as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Baytex Energy position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,000 Baytex Energy shares in Q2 2019, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Baytex Energy in Q4 2016 and held it in 5 quarters.
Financial Architects (New Jersey)'s Baytex Energy position peaked at $17K in Q2 2018.
102 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.