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)

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return