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Reilly Financial Advisors’s Baytex Energy BTE Stock Holding History

Reilly Financial 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
2014
Q3 		– Sell
-1,000
Closed -$46K – 827
2014
Q2 		$46K Buy
+1,000
New +$42.5K 0.01% 279

Other funds holding BTE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Reilly Financial Advisors's BTE Position: Q3 2014 in Review

Reilly Financial Advisors sold out of Baytex Energy (BTE) in Q3 2014, closing a stake of 1,000 shares — an estimated $46K sold.

Reilly Financial Advisors first reported a position in BTE in Q2 2014 and held it in 1 quarter. The position peaked at $46K in Q2 2014. 166 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • Reilly Financial Advisors reported no remaining Baytex Energy position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Baytex Energy shares in Q3 2014, an estimated $46K.
  • Reilly Financial Advisors first reported a position in Baytex Energy in Q2 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's Baytex Energy position peaked at $46K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.