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IHT Wealth Management’s Baytex Energy BTE Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-100
Closed – – 1691
2017
Q4 		$0 Hold
100
– – ﹤0.01% 1698
2017
Q3 		$0 Hold
100
– – ﹤0.01% 1443
2017
Q2 		$65 Buy
+100
New +$298 0.03% 446

Other funds holding BTE

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

IHT Wealth Management's BTE Position: Q1 2018 in Review

IHT Wealth Management sold out of Baytex Energy (BTE) in Q1 2018, closing a stake of 100 shares.

IHT Wealth Management first reported a position in BTE in Q2 2017 and held it in 3 quarters. The position peaked at $65 in Q2 2017. 108 funds tracked by Wall St. Rank hold BTE as of Q1 2018.

  • IHT Wealth Management reported no remaining Baytex Energy position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 100 Baytex Energy shares in Q1 2018.
  • IHT Wealth Management first reported a position in Baytex Energy in Q2 2017 and held it in 3 quarters.
  • IHT Wealth Management's Baytex Energy position peaked at $65 in Q2 2017.
  • 108 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.