Wells Fargo
BPZ

Wells Fargo’s BPZ RESOURCES INC COM STK BPZ Stock Holding History

Wells Fargo’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
-52,221
Closed -$16K – 6621
2014
Q4 		$16K Sell
52,221
-19,456
-27% -$17.6K ﹤0.01% 5464
2014
Q3 		$136K Buy
71,677
+12,358
+21% +$31.4K ﹤0.01% 4524
2014
Q2 		$182K Buy
59,319
+9,224
+18% +$26.8K ﹤0.01% 4414
2014
Q1 		$159K Hold
50,095
– – ﹤0.01% 4448
2013
Q4 		$91K Sell
50,095
-1,000
-2% -$2.01K ﹤0.01% 4552
2013
Q3 		$100K Sell
51,095
-2,334
-4% -$5.25K ﹤0.01% 4470
2013
Q2 		$96K Buy
+53,429
New +$108K ﹤0.01% 4414

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

Wells Fargo's BPZ Position: Q1 2015 in Review

Wells Fargo sold out of BPZ RESOURCES INC COM STK (BPZ) in Q1 2015, closing a stake of 52,221 shares — an estimated $16K sold.

Wells Fargo first reported a position in BPZ in Q2 2013 and held it in 7 quarters. The position peaked at $182K in Q2 2014. 19 funds tracked by Wall St. Rank hold BPZ as of Q1 2015.

  • Wells Fargo reported no remaining BPZ RESOURCES INC COM STK position as of Q1 2015 after selling out during the quarter.
  • Wells Fargo sold 52,221 BPZ RESOURCES INC COM STK shares in Q1 2015, an estimated $16K.
  • Wells Fargo first reported a position in BPZ RESOURCES INC COM STK in Q2 2013 and held it in 7 quarters.
  • Wells Fargo's BPZ RESOURCES INC COM STK position peaked at $182K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held BPZ RESOURCES INC COM STK as of Q1 2015.

Based on Wells Fargo's 13F filing for Q1 2015, filed 12 May 2015.