UOC
BPZ

UBS O'Connor’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

UBS O'Connor’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
-94,050
Closed -$171K – 567
2013
Q4 		$171K Buy
+94,050
New +$189K ﹤0.01% 349

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

UBS O'Connor's BPZ Position: Q1 2014 in Review

UBS O'Connor sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2014, closing a stake of 94,050 shares — an estimated $171K sold.

UBS O'Connor first reported a position in BPZ in Q4 2013 and held it in 1 quarter. The position peaked at $171K in Q4 2013. 113 funds tracked by Wall St. Rank hold BPZ as of Q1 2014.

  • UBS O'Connor reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2014 after selling out during the quarter.
  • UBS O'Connor sold 94,050 BPZ RESOURCES INC COM STK shares in Q1 2014, an estimated $171K.
  • UBS O'Connor first reported a position in BPZ RESOURCES INC COM STK in Q4 2013 and held it in 1 quarter.
  • UBS O'Connor's BPZ RESOURCES INC COM STK position peaked at $171K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2014.

Based on UBS O'Connor's 13F filing for Q1 2014, filed 14 May 2014.