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Morningstar Investment Services’s Baytex Energy BTE Stock Holding History

Morningstar Investment 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
Q1 		– Sell
-17,664
Closed -$692K – 201
2013
Q4 		$692K Sell
17,664
-311
-2% -$12.5K 0.05% 158
2013
Q3 		$736K Sell
17,975
-4,127
-19% -$166K 0.06% 154
2013
Q2 		$797K Buy
+22,102
New +$849K 0.08% 147

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Morningstar Investment Services's BTE Position: Q1 2014 in Review

Morningstar Investment Services sold out of Baytex Energy (BTE) in Q1 2014, closing a stake of 17,664 shares — an estimated $692K sold.

Morningstar Investment Services first reported a position in BTE in Q2 2013 and held it in 3 quarters. The position peaked at $797K in Q2 2013. 169 funds tracked by Wall St. Rank hold BTE as of Q1 2014.

  • Morningstar Investment Services reported no remaining Baytex Energy position as of Q1 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 17,664 Baytex Energy shares in Q1 2014, an estimated $692K.
  • Morningstar Investment Services first reported a position in Baytex Energy in Q2 2013 and held it in 3 quarters.
  • Morningstar Investment Services's Baytex Energy position peaked at $797K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2014.

Based on Morningstar Investment Services's 13F filing for Q1 2014, filed 14 May 2014.