Morgan Stanley
BPZ

Morgan Stanley’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Morgan Stanley’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
-368,334
Closed -$106K – 6878
2014
Q4 		$106K Buy
368,334
+298,271
+426% +$270K ﹤0.01% 5526
2014
Q3 		$134K Buy
70,063
+48,723
+228% +$124K ﹤0.01% 5341
2014
Q2 		$65K Sell
21,340
-1,885
-8% -$5.47K ﹤0.01% 5674
2014
Q1 		$74K Sell
23,225
-101,210
-81% -$235K ﹤0.01% 5564
2013
Q4 		$227K Buy
124,435
+72,176
+138% +$145K ﹤0.01% 4965
2013
Q3 		$103K Sell
52,259
-257
-0.5% -$578 ﹤0.01% 5081
2013
Q2 		$94K Buy
+52,516
New +$106K ﹤0.01% 5089

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

Morgan Stanley's BPZ Position: Q1 2015 in Review

Morgan Stanley sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2015, closing a stake of 368,334 shares — an estimated $106K sold.

Morgan Stanley first reported a position in BPZ in Q2 2013 and held it in 7 quarters. The position peaked at $227K in Q4 2013. 19 funds tracked by Wall St. Rank hold BPZ as of Q1 2015.

  • Morgan Stanley reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 368,334 BPZ RESOURCES INC COM STK shares in Q1 2015, an estimated $106K.
  • Morgan Stanley first reported a position in BPZ RESOURCES INC COM STK in Q2 2013 and held it in 7 quarters.
  • Morgan Stanley's BPZ RESOURCES INC COM STK position peaked at $227K in Q4 2013.
  • 19 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2015.

Based on Morgan Stanley's 13F filing for Q1 2015, filed 14 May 2015.