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Stifel Trust’s Baytex Energy BTE Stock Holding History

Stifel Trust’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 		$57K Hold
1,500
– – 0.01% 257
2014
Q2 		$70K Sell
1,500
-250
-14% -$10.6K 0.01% 239
2014
Q1 		$72K Buy
+1,750
New +$66.1K 0.01% 241

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

Stifel Trust's BTE Position: Q3 2014 in Review

Stifel Trust held its Baytex Energy (BTE) position steady in Q3 2014 at 1,500 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #257.

Stifel Trust first reported a position in BTE in Q1 2014 and has held it in 3 quarters since. The position peaked at $72K in Q1 2014. 166 funds tracked by Wall St. Rank hold BTE as of Q3 2014.

  • Stifel Trust held 1,500 shares of Baytex Energy worth $57K as of Q3 2014.
  • Stifel Trust left its Baytex Energy share count unchanged in Q3 2014.
  • Baytex Energy made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #257 holding.
  • Stifel Trust first reported a position in Baytex Energy in Q1 2014 and has held it in 3 quarters since.
  • Stifel Trust's Baytex Energy position peaked at $72K in Q1 2014.
  • 166 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.