Private Trust Company’s Baytex Energy BTE Stock Holding History

Private Trust Company’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	-461	Closed	-$17K	–	415
2014 Q3	$17K	Hold	461	–	–	0.01%	908
2014 Q2	$21K	Buy	+461	New	+$19.6K	0.01%	813

Other funds holding BTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Private Trust Company's BTE Position: Q4 2014 in Review

Private Trust Company sold out of Baytex Energy (BTE) in Q4 2014, closing a stake of 461 shares — an estimated $17K sold.

Private Trust Company first reported a position in BTE in Q2 2014 and held it in 2 quarters. The position peaked at $21K in Q2 2014. 152 funds tracked by Wall St. Rank hold BTE as of Q4 2014.

Private Trust Company reported no remaining Baytex Energy position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 461 Baytex Energy shares in Q4 2014, an estimated $17K.
Private Trust Company first reported a position in Baytex Energy in Q2 2014 and held it in 2 quarters.
Private Trust Company's Baytex Energy position peaked at $21K in Q2 2014.
152 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.