Wealthspire Advisors (Maryland)’s Baytex Energy BTE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-345	Closed	-$1K	–	2388
2018 Q2	$1K	Hold	345	–	–	﹤0.01%	2281
2018 Q1	$1K	Hold	345	–	–	﹤0.01%	2301
2017 Q4	$1K	Hold	345	–	–	﹤0.01%	2245
2017 Q3	$1K	Hold	345	–	–	﹤0.01%	2070
2017 Q2	$1K	Buy	345 +279	+423%	+$831	﹤0.01%	2060
2017 Q1	$0	Buy	+66	New	+$257	﹤0.01%	1922

Other funds holding BTE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BTE Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Baytex Energy (BTE) in Q3 2018, closing a stake of 345 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BTE in Q1 2017 and held it in 6 quarters. The position peaked at $1K in Q2 2018. 143 funds tracked by Wall St. Rank hold BTE as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Baytex Energy position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 345 Baytex Energy shares in Q3 2018, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Baytex Energy in Q1 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Baytex Energy position peaked at $1K in Q2 2018.
143 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.