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United Capital Financial Advisors’s Baytex Energy BTE Stock Holding History

United Capital 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
2020
Q4 		– Sell
-11,500
Closed -$4K – 1196
2020
Q3 		$4K Hold
11,500
– – ﹤0.01% 1152
2020
Q2 		$6K Sell
11,500
-200
-2% -$72 ﹤0.01% 1186
2020
Q1 		$3K Buy
11,700
+1,000
+9% +$924 ﹤0.01% 1180
2019
Q4 		$16K Sell
10,700
-5,000
-32% -$6.18K ﹤0.01% 1357
2019
Q3 		$23K Buy
15,700
+500
+3% +$717 ﹤0.01% 1282
2019
Q2 		$23K Sell
15,200
-34
-0.2% -$62 ﹤0.01% 1443
2019
Q1 		$26K Hold
15,234
– – ﹤0.01% 1336
2018
Q4 		$27K Buy
+15,234
New +$31.1K ﹤0.01% 1265

Other funds holding BTE

PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

United Capital Financial Advisors's BTE Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Baytex Energy (BTE) in Q4 2020, closing a stake of 11,500 shares — an estimated $4K sold.

United Capital Financial Advisors first reported a position in BTE in Q4 2018 and held it in 8 quarters. The position peaked at $27K in Q4 2018. 17 funds tracked by Wall St. Rank hold BTE as of Q4 2020.

  • United Capital Financial Advisors reported no remaining Baytex Energy position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,500 Baytex Energy shares in Q4 2020, an estimated $4K.
  • United Capital Financial Advisors first reported a position in Baytex Energy in Q4 2018 and held it in 8 quarters.
  • United Capital Financial Advisors's Baytex Energy position peaked at $27K in Q4 2018.
  • 17 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.