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GHP Investment Advisors’s Baytex Energy BTE Stock Holding History

GHP Investment Advisors’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
Q3 		– Sell
-5,170
Closed -$239K – 267
2014
Q2 		$239K Hold
5,170
– – 0.07% 234
2014
Q1 		$213K Hold
5,170
– – 0.07% 245
2013
Q4 		$202K Hold
5,170
– – 0.07% 250
2013
Q3 		$213K Buy
+5,170
New +$208K 0.08% 239

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

GHP Investment Advisors's BTE Position: Q3 2014 in Review

GHP Investment Advisors sold out of Baytex Energy (BTE) in Q3 2014, closing a stake of 5,170 shares — an estimated $239K sold.

GHP Investment Advisors first reported a position in BTE in Q3 2013 and held it in 4 quarters. The position peaked at $239K in Q2 2014. 167 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • GHP Investment Advisors reported no remaining Baytex Energy position as of Q3 2014 after selling out during the quarter.
  • GHP Investment Advisors sold 5,170 Baytex Energy shares in Q3 2014, an estimated $239K.
  • GHP Investment Advisors first reported a position in Baytex Energy in Q3 2013 and held it in 4 quarters.
  • GHP Investment Advisors's Baytex Energy position peaked at $239K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on GHP Investment Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.