WFG Advisors’s Baytex Energy BTE Stock Holding History

WFG 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
2016 Q3	–	Sell	-111	Closed	-$1K	–	1577
2016 Q2	$1K	Hold	111	–	–	﹤0.01%	1439
2016 Q1	$0	Hold	111	–	–	﹤0.01%	1537
2015 Q4	$0	Sell	111 -100	-47%	-$391	﹤0.01%	1572
2015 Q3	$1K	Hold	211	–	–	﹤0.01%	1477
2015 Q2	$3K	Hold	211	–	–	﹤0.01%	1410
2015 Q1	$3K	Hold	211	–	–	﹤0.01%	1452
2014 Q4	$4K	Hold	211	–	–	﹤0.01%	1686
2014 Q3	$8K	Hold	211	–	–	﹤0.01%	1548
2014 Q2	$10K	Sell	211 -108	-34%	-$4.59K	﹤0.01%	1476
2014 Q1	$13K	Sell	319 -8,747	-96%	-$330K	﹤0.01%	1390
2013 Q4	$355K	Buy	9,066 +60	+0.7%	+$2.41K	0.05%	387
2013 Q3	$372K	Buy	9,006 +101	+1%	+$4.07K	0.06%	342
2013 Q2	$321K	Buy	+8,905	New	+$342K	0.05%	355

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WFG Advisors's BTE Position: Q3 2016 in Review

WFG Advisors sold out of Baytex Energy (BTE) in Q3 2016, closing a stake of 111 shares — an estimated $1K sold.

WFG Advisors first reported a position in BTE in Q2 2013 and held it in 13 quarters. The position peaked at $372K in Q3 2013. 111 funds tracked by Wall St. Rank hold BTE as of Q3 2016.

WFG Advisors reported no remaining Baytex Energy position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 111 Baytex Energy shares in Q3 2016, an estimated $1K.
WFG Advisors first reported a position in Baytex Energy in Q2 2013 and held it in 13 quarters.
WFG Advisors's Baytex Energy position peaked at $372K in Q3 2013.
111 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.