GM Advisory Group’s Baytex Energy BTE Stock Holding History

GM Advisory Group’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
2018 Q4	–	Sell	-13,000	Closed	-$38K	–	105
2018 Q3	$38K	Sell	13,000 -375	-3%	-$1.15K	0.01%	117
2018 Q2	$45K	Hold	13,375	–	–	0.01%	121
2018 Q1	$37K	Sell	13,375 -1,450	-10%	-$4.22K	0.01%	123
2017 Q4	$44K	Hold	14,825	–	–	0.01%	129
2017 Q3	$45K	Hold	14,825	–	–	0.01%	114
2017 Q2	$36K	Hold	14,825	–	–	0.01%	113
2017 Q1	$51K	Buy	+14,825	New	+$57.7K	0.02%	103
2015 Q3	–	Sell	-53,185	Closed	-$829K	–	38
2015 Q2	$829K	Sell	53,185 -650	-1%	-$11.4K	0.33%	25
2015 Q1	$851K	Sell	53,835 -19,700	-27%	-$313K	0.34%	28
2014 Q4	$1.22M	Buy	+73,535	New	+$1.88M	0.66%	20

Other funds holding BTE

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

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

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

AIMCA

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

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

GM Advisory Group's BTE Position: Q4 2018 in Review

GM Advisory Group sold out of Baytex Energy (BTE) in Q4 2018, closing a stake of 13,000 shares — an estimated $38K sold.

GM Advisory Group first reported a position in BTE in Q4 2014 and held it in 10 quarters. The position peaked at $1.22M in Q4 2014. 120 funds tracked by Wall St. Rank hold BTE as of Q4 2018.

GM Advisory Group reported no remaining Baytex Energy position as of Q4 2018 after selling out during the quarter.
GM Advisory Group sold 13,000 Baytex Energy shares in Q4 2018, an estimated $38K.
GM Advisory Group first reported a position in Baytex Energy in Q4 2014 and held it in 10 quarters.
GM Advisory Group's Baytex Energy position peaked at $1.22M in Q4 2014.
120 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2018.

Based on GM Advisory Group's 13F filing for Q4 2018, filed 13 Feb 2019.