Northwest Wealth Management’s Baytex Energy BTE Stock Holding History

Northwest Wealth Management’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
2019 Q1	–	Sell	-113	Closed	–	–	525
2018 Q4	$0	Hold	113	–	–	﹤0.01%	514
2018 Q3	$0	Hold	113	–	–	﹤0.01%	517
2018 Q2	$0	Hold	113	–	–	﹤0.01%	514
2018 Q1	$0	Buy	+113	New	+$329	﹤0.01%	524

Other funds holding BTE

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northwest Wealth Management's BTE Position: Q1 2019 in Review

Northwest Wealth Management sold out of Baytex Energy (BTE) in Q1 2019, closing a stake of 113 shares.

Northwest Wealth Management first reported a position in BTE in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 114 funds tracked by Wall St. Rank hold BTE as of Q1 2019.

Northwest Wealth Management reported no remaining Baytex Energy position as of Q1 2019 after selling out during the quarter.
Northwest Wealth Management sold 113 Baytex Energy shares in Q1 2019.
Northwest Wealth Management first reported a position in Baytex Energy in Q1 2018 and held it in 4 quarters.
Northwest Wealth Management's Baytex Energy position peaked at $0 in Q4 2018.
114 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.