Great Diamond Partners’s Baytex Energy BTE Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-100	Closed	–	–	187
2019 Q4	$0	Buy	+100	New	+$124	﹤0.01%	669

Other funds holding BTE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Great Diamond Partners's BTE Position: Q1 2020 in Review

Great Diamond Partners sold out of Baytex Energy (BTE) in Q1 2020, closing a stake of 100 shares.

Great Diamond Partners first reported a position in BTE in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 88 funds tracked by Wall St. Rank hold BTE as of Q1 2020.

Great Diamond Partners reported no remaining Baytex Energy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 100 Baytex Energy shares in Q1 2020.
Great Diamond Partners first reported a position in Baytex Energy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Baytex Energy position peaked at $0 in Q4 2019.
88 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.