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KMS Financial Services’s Baytex Energy BTE Stock Holding History

KMS Financial Services’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
2014
Q3 		$274K Buy
7,236
+640
+10% +$27.2K 0.04% 393
2014
Q2 		$304K Sell
6,596
-306
-4% -$13K 0.04% 376
2014
Q1 		$284K Buy
+6,902
New +$261K 0.04% 394

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

KMS Financial Services's BTE Position: Q3 2014 in Review

KMS Financial Services increased its Baytex Energy (BTE) stake by 9.7% in Q3 2014, buying an estimated $27.2K and bringing the position to 7,236 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #393.

KMS Financial Services first reported a position in BTE in Q1 2014 and has held it in 3 quarters since. The position peaked at $304K in Q2 2014. 166 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • KMS Financial Services held 7,236 shares of Baytex Energy worth $274K as of Q3 2014.
  • KMS Financial Services bought 640 Baytex Energy shares in Q3 2014, an estimated $27.2K.
  • Baytex Energy made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #393 holding.
  • KMS Financial Services first reported a position in Baytex Energy in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Baytex Energy position peaked at $304K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.