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Sonora Investment Management’s Baytex Energy BTE Stock Holding History

Sonora Investment Management’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
2018
Q1 		– Sell
-13,100
Closed -$39.3K – 1189
2017
Q4 		$39.3K Hold
13,100
– – 0.01% 443
2017
Q3 		$39.4K Hold
13,100
– – 0.01% 381
2017
Q2 		$31.8K Buy
+13,100
New +$39K 0.01% 401

Other funds holding BTE

LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Sonora Investment Management's BTE Position: Q1 2018 in Review

Sonora Investment Management sold out of Baytex Energy (BTE) in Q1 2018, closing a stake of 13,100 shares — an estimated $39.3K sold.

Sonora Investment Management first reported a position in BTE in Q2 2017 and held it in 3 quarters. The position peaked at $39.4K in Q3 2017. 108 funds tracked by Wall St. Rank hold BTE as of Q1 2018.

  • Sonora Investment Management reported no remaining Baytex Energy position as of Q1 2018 after selling out during the quarter.
  • Sonora Investment Management sold 13,100 Baytex Energy shares in Q1 2018, an estimated $39.3K.
  • Sonora Investment Management first reported a position in Baytex Energy in Q2 2017 and held it in 3 quarters.
  • Sonora Investment Management's Baytex Energy position peaked at $39.4K in Q3 2017.
  • 108 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.