RAFFA WEALTH MANAGEMENT, LLC’s Baytex Energy BTE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2015 Q4	–	Sell	-15	Closed	-$48	–	851
2015 Q3	$48	Hold	15	–	–	﹤0.01%	839
2015 Q2	$234	Hold	15	–	–	﹤0.01%	817
2015 Q1	$237	Hold	15	–	–	﹤0.01%	804
2014 Q4	$249	Hold	15	–	–	﹤0.01%	746
2014 Q3	$568	Buy	+15	New	+$638	﹤0.01%	559
2014 Q1	–	Sell	-15	Closed	-$249	–	340
2013 Q4	$249	Buy	+15	New	+$603	﹤0.01%	746

Other funds holding BTE

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

Norges Bank Oslo, Norway $935B AUM

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BTE Position: Q4 2015 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Baytex Energy (BTE) in Q4 2015, closing a stake of 15 shares — an estimated $48 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BTE in Q4 2013 and held it in 6 quarters. The position peaked at $568 in Q3 2014. 129 funds tracked by Wall St. Rank hold BTE as of Q4 2015.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Baytex Energy position as of Q4 2015 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 15 Baytex Energy shares in Q4 2015, an estimated $48.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Baytex Energy in Q4 2013 and held it in 6 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Baytex Energy position peaked at $568 in Q3 2014.
129 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2015.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2015, filed 27 Jul 2026.