US Global Investors Funds’s Bellatrix Exploration Ltd. BXE Stock Holding History

US Global Investors Funds’s Portfolio BXE Stock Details BXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	$2.98M	Buy	+81,000	New	+$2.96M	0.54%	67

Other funds holding BXE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

US Global Investors Funds's BXE Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Bellatrix Exploration Ltd. (BXE) in Q4 2013: 81,000 shares worth $2.98M. The stake represents 0.54% of the portfolio and ranks #67 among its holdings.

76 funds tracked by Wall St. Rank hold BXE as of Q4 2013.

US Global Investors Funds held 81,000 shares of Bellatrix Exploration Ltd. worth $2.98M as of Q4 2013.
Bellatrix Exploration Ltd. was a new US Global Investors Funds position in Q4 2013.
Bellatrix Exploration Ltd. made up 0.54% of US Global Investors Funds's portfolio in Q4 2013, its #67 holding.
76 funds tracked by Wall St. Rank held Bellatrix Exploration Ltd. as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.