Janney Montgomery Scott

Janney Montgomery Scott’s Baytex Energy BTE Stock Holding History

Janney Montgomery Scott’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
2026 Q1	$702K	Sell	157,100 -2,000	-1%	-$7.38K	﹤0.01%	1846
2025 Q4	$514K	Buy	+159,100	New	+$443K	﹤0.01%	2162
2023 Q4	–	Sell	-62,700	Closed	-$277K	–	2644
2023 Q3	$277K	Sell	62,700 -25,423	-29%	-$99.8K	﹤0.01%	2179
2023 Q2	$287K	Buy	+88,123	New	+$309K	﹤0.01%	2246
2015 Q4	–	Sell	-12,383	Closed	-$40K	–	1373
2015 Q3	$40K	Sell	12,383 -7,796	-39%	-$59.5K	﹤0.01%	1366
2015 Q2	$314K	Buy	20,179 +6,552	+48%	+$115K	0.01%	1472
2015 Q1	$215K	Buy	+13,627	New	+$217K	﹤0.01%	2029
2014 Q4	–	Sell	-9,600	Closed	-$363K	–	2328
2014 Q3	$363K	Hold	9,600	–	–	0.01%	1507
2014 Q2	$443K	Sell	9,600 -550	-5%	-$23.4K	0.01%	1320
2014 Q1	$417K	Sell	10,150 -100	-1%	-$3.78K	0.01%	1245
2013 Q4	$401K	Hold	10,250	–	–	0.01%	1233
2013 Q3	$423K	Buy	+10,250	New	+$413K	0.01%	1109

Other funds holding BTE

Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return