WP Advisors’s Baytex Energy BTE Stock Holding History

WP 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
2018 Q3	–	Sell	-10,000	Closed	-$33K	–	271
2018 Q2	$33K	Hold	10,000	–	–	0.03%	152
2018 Q1	$27K	Hold	10,000	–	–	0.03%	55
2017 Q4	$30K	Hold	10,000	–	–	0.03%	63
2017 Q3	$30K	Hold	10,000	–	–	0.02%	68
2017 Q2	$24K	Hold	10,000	–	–	0.02%	69
2017 Q1	$34K	Hold	10,000	–	–	0.02%	68
2016 Q4	$49K	Buy	+10,000	New	+$43.4K	0.03%	61

Other funds holding BTE

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada

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

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

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waratah Capital Advisors Toronto, Ontario, Canada $1.12B AUM 76.33% 1-Year Est. Return