EWM
BPZ

Evercore Wealth Management’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Evercore Wealth Management’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
2015
Q1 		– Sell
-300
Closed – – 1072
2014
Q4 		$0 Hold
300
– – ﹤0.01% 1040
2014
Q3 		$1K Hold
300
– – ﹤0.01% 930
2014
Q2 		$1K Hold
300
– – ﹤0.01% 1002
2014
Q1 		$1K Hold
300
– – ﹤0.01% 900
2013
Q4 		$1K Hold
300
– – ﹤0.01% 840
2013
Q3 		$1K Hold
300
– – ﹤0.01% 990
2013
Q2 		$1K Buy
+300
New +$607 ﹤0.01% 789

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 $117B AUM 29.66% 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

Evercore Wealth Management's BPZ Position: Q1 2015 in Review

Evercore Wealth Management sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2015, closing a stake of 300 shares.

Evercore Wealth Management first reported a position in BPZ in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q3 2014. 19 funds tracked by Wall St. Rank hold BPZ as of Q1 2015.

  • Evercore Wealth Management reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 300 BPZ RESOURCES INC COM STK shares in Q1 2015.
  • Evercore Wealth Management first reported a position in BPZ RESOURCES INC COM STK in Q2 2013 and held it in 7 quarters.
  • Evercore Wealth Management's BPZ RESOURCES INC COM STK position peaked at $1K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.