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Stockman Wealth Management’s Baytex Energy BTE Stock Holding History

Stockman Wealth 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
2017
Q1 		– Sell
-10,500
Closed -$51K – 135
2016
Q4 		$51K Sell
10,500
-4,200
-29% -$18.2K 0.03% 130
2016
Q3 		$62K Buy
+14,700
New +$71K 0.04% 124

Other funds holding BTE

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Stockman Wealth Management's BTE Position: Q1 2017 in Review

Stockman Wealth Management sold out of Baytex Energy (BTE) in Q1 2017, closing a stake of 10,500 shares — an estimated $51K sold.

Stockman Wealth Management first reported a position in BTE in Q3 2016 and held it in 2 quarters. The position peaked at $62K in Q3 2016. 112 funds tracked by Wall St. Rank hold BTE as of Q1 2017.

  • Stockman Wealth Management reported no remaining Baytex Energy position as of Q1 2017 after selling out during the quarter.
  • Stockman Wealth Management sold 10,500 Baytex Energy shares in Q1 2017, an estimated $51K.
  • Stockman Wealth Management first reported a position in Baytex Energy in Q3 2016 and held it in 2 quarters.
  • Stockman Wealth Management's Baytex Energy position peaked at $62K in Q3 2016.
  • 112 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2017.

Based on Stockman Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.