Principal Financial Group
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Principal Financial Group’s Baytex Energy BTE Stock Holding History

Principal Financial Group’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
Q4 		– Sell
-190,109
Closed -$7.2M – 2179
2014
Q3 		$7.2M Buy
190,109
+96,420
+103% +$4.1M 0.01% 1121
2014
Q2 		$4.32M Sell
93,689
-5,461
-6% -$232K 0.01% 1453
2014
Q1 		$4.08M Buy
99,150
+23,044
+30% +$870K 0.01% 1464
2013
Q4 		$2.98M Buy
76,106
+33,787
+80% +$1.36M 0.01% 1580
2013
Q3 		$1.75M Buy
42,319
+19,174
+83% +$772K ﹤0.01% 1657
2013
Q2 		$834K Buy
+23,145
New +$889K ﹤0.01% 1758

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group's BTE Position: Q4 2014 in Review

Principal Financial Group sold out of Baytex Energy (BTE) in Q4 2014, closing a stake of 190,109 shares — an estimated $7.2M sold.

Principal Financial Group first reported a position in BTE in Q2 2013 and held it in 6 quarters. The position peaked at $7.2M in Q3 2014. 153 funds tracked by Wall St. Rank hold BTE as of Q4 2014.

  • Principal Financial Group reported no remaining Baytex Energy position as of Q4 2014 after selling out during the quarter.
  • Principal Financial Group sold 190,109 Baytex Energy shares in Q4 2014, an estimated $7.2M.
  • Principal Financial Group first reported a position in Baytex Energy in Q2 2013 and held it in 6 quarters.
  • Principal Financial Group's Baytex Energy position peaked at $7.2M in Q3 2014.
  • 153 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2014.

Based on Principal Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.