Lehman Financial Resources’s Baytex Energy BTE Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-700	Closed	-$2K	–	96
2015 Q3	$2K	Hold	700	–	–	﹤0.01%	408
2015 Q2	$10K	Hold	700	–	–	﹤0.01%	308
2015 Q1	$11K	Hold	700	–	–	0.01%	304
2014 Q4	$12K	Hold	700	–	–	0.01%	283
2014 Q3	$27K	Hold	700	–	–	0.01%	201
2014 Q2	$32K	Hold	700	–	–	0.02%	185
2014 Q1	$29K	Hold	700	–	–	0.02%	186
2013 Q4	$27K	Hold	700	–	–	0.02%	183
2013 Q3	$29K	Hold	700	–	–	0.02%	166
2013 Q2	$25K	Buy	+700	New	+$26.9K	0.02%	151

Other funds holding BTE

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Lehman Financial Resources's BTE Position: Q4 2015 in Review

Lehman Financial Resources sold out of Baytex Energy (BTE) in Q4 2015, closing a stake of 700 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in BTE in Q2 2013 and held it in 10 quarters. The position peaked at $32K in Q2 2014. 129 funds tracked by Wall St. Rank hold BTE as of Q4 2015.

Lehman Financial Resources reported no remaining Baytex Energy position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 700 Baytex Energy shares in Q4 2015, an estimated $2K.
Lehman Financial Resources first reported a position in Baytex Energy in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Baytex Energy position peaked at $32K in Q2 2014.
129 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.