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Optimum Investment Advisors’s Baytex Energy BTE Stock Holding History

Optimum Investment 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
2015
Q1 		– Sell
-230
Closed -$4K – 970
2014
Q4 		$4K Buy
230
+5
+2% +$128 ﹤0.01% 928
2014
Q3 		$6K Buy
225
+4
+2% +$170 ﹤0.01% 814
2014
Q2 		$10K Buy
+221
New +$9.38K ﹤0.01% 769

Other funds holding BTE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Optimum Investment Advisors's BTE Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Baytex Energy (BTE) in Q1 2015, closing a stake of 230 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in BTE in Q2 2014 and held it in 3 quarters. The position peaked at $10K in Q2 2014. 146 funds tracked by Wall St. Rank hold BTE as of Q1 2015.

  • Optimum Investment Advisors reported no remaining Baytex Energy position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 230 Baytex Energy shares in Q1 2015, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Baytex Energy in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's Baytex Energy position peaked at $10K in Q2 2014.
  • 146 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.