Isthmus Partners’s Baytex Energy BTE Stock Holding History

Isthmus 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
2016 Q3	–	Sell	-1,000	Closed	-$6K	–	270
2016 Q2	$6K	Hold	1,000	–	–	﹤0.01%	232
2016 Q1	$4K	Hold	1,000	–	–	﹤0.01%	238
2015 Q4	$3K	Hold	1,000	–	–	﹤0.01%	251
2015 Q3	$3K	Hold	1,000	–	–	﹤0.01%	262
2015 Q2	$16K	Hold	1,000	–	–	0.01%	227
2015 Q1	$16K	Hold	1,000	–	–	0.01%	222
2014 Q4	$17K	Buy	+1,000	New	+$25.5K	0.01%	228

Other funds holding BTE

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

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

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return