Wellington Management Group
BPZ

Wellington Management Group’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Wellington Management Group’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
-2,359,649
Closed -$4.51M – 2321
2014
Q3 		$4.51M Buy
2,359,649
+256,814
+12% +$653K ﹤0.01% 1467
2014
Q2 		$6.48M Sell
2,102,835
-65,568
-3% -$190K ﹤0.01% 1384
2014
Q1 		$6.9M Sell
2,168,403
-6,693,916
-76% -$15.5M ﹤0.01% 1350
2013
Q4 		$16.1M Buy
8,862,319
+469,000
+6% +$941K ﹤0.01% 1083
2013
Q3 		$16.4M Sell
8,393,319
-30,401
-0.4% -$68.4K 0.01% 1068
2013
Q2 		$15.1M Buy
+8,423,720
New +$17M ﹤0.01% 1062

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