First Allied Advisory Services’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-34,500	Closed	-$66K	–	1144
2014 Q3	$66K	Buy	+34,500	New	+$87.8K	0.01%	1000
2014 Q2	–	Sell	-33,000	Closed	-$105K	–	1106
2014 Q1	$105K	Buy	+33,000	New	+$76.6K	0.01%	953
2013 Q4	–	Sell	-27,000	Closed	-$53K	–	1094
2013 Q3	$53K	Hold	27,000	–	–	﹤0.01%	981
2013 Q2	$48K	Buy	+27,000	New	+$54.6K	﹤0.01%	930

Other funds holding BPZ

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RAM

Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Allied Advisory Services's BPZ Position: Q4 2014 in Review

First Allied Advisory Services sold out of BPZ RESOURCES INC COM STK (BPZ) in Q4 2014, closing a stake of 34,500 shares — an estimated $66K sold.

First Allied Advisory Services first reported a position in BPZ in Q2 2013 and held it in 4 quarters. The position peaked at $105K in Q1 2014. 80 funds tracked by Wall St. Rank hold BPZ as of Q4 2014.

First Allied Advisory Services reported no remaining BPZ RESOURCES INC COM STK position as of Q4 2014 after selling out during the quarter.
First Allied Advisory Services sold 34,500 BPZ RESOURCES INC COM STK shares in Q4 2014, an estimated $66K.
First Allied Advisory Services first reported a position in BPZ RESOURCES INC COM STK in Q2 2013 and held it in 4 quarters.
First Allied Advisory Services's BPZ RESOURCES INC COM STK position peaked at $105K in Q1 2014.
80 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q4 2014.

Based on First Allied Advisory Services's 13F filing for Q4 2014, filed 9 Feb 2015.