PFO
BPZ

Pathstone Family Office’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Pathstone Family Office’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
-500
Closed – – 136
2014
Q4 		$0 Hold
500
– – ﹤0.01% 327
2014
Q3 		$1K Hold
500
– – ﹤0.01% 316
2014
Q2 		$2K Hold
500
– – 0.01% 127
2014
Q1 		$2K Hold
500
– – 0.01% 165
2013
Q4 		$1K Hold
500
– – ﹤0.01% 201
2013
Q3 		$1K Hold
500
– – ﹤0.01% 297
2013
Q2 		$1K Buy
+500
New +$1.01K ﹤0.01% 367

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

Pathstone Family Office's BPZ Position: Q1 2015 in Review

Pathstone Family Office sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2015, closing a stake of 500 shares.

Pathstone Family Office first reported a position in BPZ in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q2 2014. 19 funds tracked by Wall St. Rank hold BPZ as of Q1 2015.

  • Pathstone Family Office reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Pathstone Family Office sold 500 BPZ RESOURCES INC COM STK shares in Q1 2015.
  • Pathstone Family Office first reported a position in BPZ RESOURCES INC COM STK in Q2 2013 and held it in 7 quarters.
  • Pathstone Family Office's BPZ RESOURCES INC COM STK position peaked at $2K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2015.

Based on Pathstone Family Office's 13F filing for Q1 2015, filed 1 May 2015.