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Loring Wolcott & Coolidge Fiduciary Advisors’s Baytex Energy BTE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2014
Q3 		– Sell
-500
Closed -$23K – 593
2014
Q2 		$23K Hold
500
– – ﹤0.01% 500
2014
Q1 		$21K Hold
500
– – ﹤0.01% 488
2013
Q4 		$20K Buy
+500
New +$20.1K ﹤0.01% 471

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 $115B AUM 41.58% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BTE Position: Q3 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Baytex Energy (BTE) in Q3 2014, closing a stake of 500 shares — an estimated $23K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BTE in Q4 2013 and held it in 3 quarters. The position peaked at $23K in Q2 2014. 167 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Baytex Energy position as of Q3 2014 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Baytex Energy shares in Q3 2014, an estimated $23K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Baytex Energy in Q4 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Baytex Energy position peaked at $23K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.