OIA
BPZ

Optimum Investment Advisors’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-2,500
Closed -$5K – 804
2013
Q4 		$5K Hold
2,500
– – ﹤0.01% 678
2013
Q3 		$5K Buy
+2,500
New +$5.62K ﹤0.01% 646

Other funds holding BPZ

Fidelity Investments
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Optimum Investment Advisors's BPZ Position: Q1 2014 in Review

Optimum Investment Advisors sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2014, closing a stake of 2,500 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in BPZ in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 113 funds tracked by Wall St. Rank hold BPZ as of Q1 2014.

  • Optimum Investment Advisors reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,500 BPZ RESOURCES INC COM STK shares in Q1 2014, an estimated $5K.
  • Optimum Investment Advisors first reported a position in BPZ RESOURCES INC COM STK in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's BPZ RESOURCES INC COM STK position peaked at $5K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.