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 $166M AUM 75.95% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return