Stifel Financial
BPZ

Stifel Financial’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Stifel Financial’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
-12,500
Closed -$24K – 2517
2014
Q3 		$24K Buy
12,500
+1,100
+10% +$2.8K ﹤0.01% 2180
2014
Q2 		$35K Hold
11,400
– – ﹤0.01% 2153
2014
Q1 		$36K Buy
+11,400
New +$26.5K ﹤0.01% 2051

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's BPZ Position: Q4 2014 in Review

Stifel Financial sold out of BPZ RESOURCES INC COM STK (BPZ) in Q4 2014, closing a stake of 12,500 shares — an estimated $24K sold.

Stifel Financial first reported a position in BPZ in Q1 2014 and held it in 3 quarters. The position peaked at $36K in Q1 2014. 80 funds tracked by Wall St. Rank hold BPZ as of Q4 2014.

  • Stifel Financial reported no remaining BPZ RESOURCES INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Stifel Financial sold 12,500 BPZ RESOURCES INC COM STK shares in Q4 2014, an estimated $24K.
  • Stifel Financial first reported a position in BPZ RESOURCES INC COM STK in Q1 2014 and held it in 3 quarters.
  • Stifel Financial's BPZ RESOURCES INC COM STK position peaked at $36K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q4 2014.

Based on Stifel Financial's 13F filing for Q4 2014, filed 13 Feb 2015.