Bank of Montreal
BPZ

Bank of Montreal’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Bank of Montreal’s Portfolio BPZ Stock Details BPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-65,700
Closed -$202K – 4843
2014
Q2 		$202K Buy
65,700
+15,700
+31% +$45.6K ﹤0.01% 2515
2014
Q1 		$159K Buy
+50,000
New +$116K ﹤0.01% 2600

Other funds holding BPZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CAS
CTC Alternative Strategies Chicago, Illinois $44M AUM 43.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Bank of Montreal's BPZ Position: Q1 2015 in Review

Bank of Montreal sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2015, closing a stake of 439 shares.

Bank of Montreal first reported a position in BPZ in Q1 2014 and held it in 3 quarters. The position peaked at $482K in Q1 2014. 19 funds tracked by Wall St. Rank hold BPZ as of Q1 2015.

  • Bank of Montreal reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Bank of Montreal sold 439 BPZ RESOURCES INC COM STK shares in Q1 2015.
  • Bank of Montreal first reported a position in BPZ RESOURCES INC COM STK in Q1 2014 and held it in 3 quarters.
  • Bank of Montreal's BPZ RESOURCES INC COM STK position peaked at $482K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2015.

Based on Bank of Montreal's 13F filing for Q1 2015, filed 13 May 2015.