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Partnervest Advisory Services’s Baytex Energy BTE Stock Holding History

Partnervest Advisory 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
Q3 		– Sell
-118
Closed -$5K – 231
2014
Q2 		$5K Hold
118
– – ﹤0.01% 813
2014
Q1 		$5K Hold
118
– – ﹤0.01% 786
2013
Q4 		$5K Hold
118
– – ﹤0.01% 761
2013
Q3 		$5K Hold
118
– – ﹤0.01% 787
2013
Q2 		$4K Buy
+118
New +$4.54K ﹤0.01% 765

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Partnervest Advisory Services's BTE Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Baytex Energy (BTE) in Q3 2014, closing a stake of 118 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in BTE in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 167 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Baytex Energy position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 118 Baytex Energy shares in Q3 2014, an estimated $5K.
  • Partnervest Advisory Services first reported a position in Baytex Energy in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Baytex Energy position peaked at $5K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.