Winslow Evans & Crocker’s Baytex Energy BTE Stock Holding History

Winslow Evans & Crocker’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
2014 Q4	–	Sell	-700	Closed	-$26.5K	–	1310
2014 Q3	$26.5K	Hold	700	–	–	0.01%	683
2014 Q2	$32.3K	Hold	700	–	–	0.01%	578
2014 Q1	$28.8K	Sell	700 -21	-3%	-$793	0.01%	600
2013 Q4	$28K	Buy	+721	New	+$29K	0.01%	617

Other funds holding BTE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Winslow Evans & Crocker's BTE Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Baytex Energy (BTE) in Q4 2014, closing a stake of 700 shares — an estimated $26.5K sold.

Winslow Evans & Crocker first reported a position in BTE in Q4 2013 and held it in 4 quarters. The position peaked at $32.3K in Q2 2014. 153 funds tracked by Wall St. Rank hold BTE as of Q4 2014.

Winslow Evans & Crocker reported no remaining Baytex Energy position as of Q4 2014 after selling out during the quarter.
Winslow Evans & Crocker sold 700 Baytex Energy shares in Q4 2014, an estimated $26.5K.
Winslow Evans & Crocker first reported a position in Baytex Energy in Q4 2013 and held it in 4 quarters.
Winslow Evans & Crocker's Baytex Energy position peaked at $32.3K in Q2 2014.
153 funds tracked by Wall St. Rank held Baytex Energy as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.