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JP Morgan Private Wealth Advisors’s Baytex Energy BTE Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-10,510
Closed -$4K – 1711
2020
Q3 		$4K Hold
10,510
– – ﹤0.01% 1592
2020
Q2 		$5K Hold
10,510
– – ﹤0.01% 1542
2020
Q1 		$2K Sell
10,510
-1,020
-9% -$942 ﹤0.01% 1415
2019
Q4 		$17K Sell
11,530
-830
-7% -$1.03K ﹤0.01% 1459
2019
Q3 		$18K Sell
12,360
-1,120
-8% -$1.6K ﹤0.01% 1419
2019
Q2 		$21K Hold
13,480
– – ﹤0.01% 1367
2019
Q1 		$23K Sell
13,480
-2,500
-16% -$4.38K ﹤0.01% 1449
2018
Q4 		$28K Sell
15,980
-1,750
-10% -$3.58K ﹤0.01% 1434
2018
Q3 		$52K Sell
17,730
-3,410
-16% -$10.5K ﹤0.01% 1543
2018
Q2 		$70K Sell
21,140
-950
-4% -$3.72K ﹤0.01% 1432
2018
Q1 		$61K Sell
22,090
-6,485
-23% -$18.9K ﹤0.01% 1250
2017
Q4 		$86K Sell
28,575
-8,375
-23% -$24.7K ﹤0.01% 1239
2017
Q3 		$111K Sell
36,950
-17,600
-32% -$46.1K ﹤0.01% 1191
2017
Q2 		$133K Sell
54,550
-27,330
-33% -$81.4K ﹤0.01% 1180
2017
Q1 		$280K Sell
81,880
-17,000
-17% -$66.2K ﹤0.01% 1094
2016
Q4 		$483K Sell
98,880
-14,770
-13% -$64.1K ﹤0.01% 821
2016
Q3 		$483K Buy
113,650
+36,200
+47% +$175K ﹤0.01% 795
2016
Q2 		$449K Buy
77,450
+30,890
+66% +$154K ﹤0.01% 816
2016
Q1 		$185K Sell
46,560
-4,688
-9% -$12.3K ﹤0.01% 1094
2015
Q4 		$166K Sell
51,248
-77,302
-60% -$302K ﹤0.01% 1042
2015
Q3 		$411K Sell
128,550
-347,881
-73% -$2.66M 0.01% 681
2015
Q2 		$7.42M Buy
476,431
+114,373
+32% +$2.01M 0.09% 215
2015
Q1 		$5.72M Sell
362,058
-22,726
-6% -$361K 0.07% 233
2014
Q4 		$6.39M Sell
384,784
-407,932
-51% -$10.4M 0.08% 225
2014
Q3 		$30M Buy
792,716
+25,650
+3% +$1.09M 0.39% 68
2014
Q2 		$35.4M Buy
767,066
+25,378
+3% +$1.08M 0.6% 45
2014
Q1 		$30.5M Buy
741,688
+8,694
+1% +$328K 0.56% 44
2013
Q4 		$28.7M Sell
732,994
-17,297
-2% -$696K 0.58% 45
2013
Q3 		$31M Buy
750,291
+11,070
+1% +$446K 0.7% 41
2013
Q2 		$26.6M Buy
+739,221
New +$28.4M 0.66% 46

Other funds holding BTE

PIC
Portland Investment Counsel Burlington, Ontario, Canada $358M AUM 26.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $351M AUM 5.96% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BTE Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of Baytex Energy (BTE) in Q4 2020, closing a stake of 10,510 shares — an estimated $4K sold.

JP Morgan Private Wealth Advisors first reported a position in BTE in Q2 2013 and held it in 30 quarters. The position peaked at $35.4M in Q2 2014. 17 funds tracked by Wall St. Rank hold BTE as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Baytex Energy position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,510 Baytex Energy shares in Q4 2020, an estimated $4K.
  • JP Morgan Private Wealth Advisors first reported a position in Baytex Energy in Q2 2013 and held it in 30 quarters.
  • JP Morgan Private Wealth Advisors's Baytex Energy position peaked at $35.4M in Q2 2014.
  • 17 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.