Lindbrook Capital’s Baytex Energy BTE Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-2,255	Closed	-$3K	–	1693
2019 Q4	$3K	Sell	2,255 -1,764	-44%	-$2.18K	﹤0.01%	1190
2019 Q3	$6K	Sell	4,019 -1,138	-22%	-$1.63K	﹤0.01%	1018
2019 Q2	$7K	Buy	+5,157	New	+$9.36K	﹤0.01%	977
2019 Q1	–	Sell	-1,554	Closed	-$2K	–	1397
2018 Q4	$2K	Buy	+1,554	New	+$3.17K	﹤0.01%	1158

Other funds holding BTE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lindbrook Capital's BTE Position: Q1 2020 in Review

Lindbrook Capital sold out of Baytex Energy (BTE) in Q1 2020, closing a stake of 2,255 shares — an estimated $3K sold.

Lindbrook Capital first reported a position in BTE in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 88 funds tracked by Wall St. Rank hold BTE as of Q1 2020.

Lindbrook Capital reported no remaining Baytex Energy position as of Q1 2020 after selling out during the quarter.
Lindbrook Capital sold 2,255 Baytex Energy shares in Q1 2020, an estimated $3K.
Lindbrook Capital first reported a position in Baytex Energy in Q4 2018 and held it in 4 quarters.
Lindbrook Capital's Baytex Energy position peaked at $7K in Q2 2019.
88 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.