BP WEALTH MANAGEMENT, LLC

Q4 2014 13F Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2014
Value
$3.09B
Value excl. options
$3.09B
Num holdings
615
Date filed
2/10/2015
Form type
13F-HR
Prev filing
Next filing
5/12/2015
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
3 CAMBIAR INVESTORS LLC 028-01398
9 NEUBERGER BERMAN LLC 028-00454
10 PINNACLE ASSOCIATES LTD 028-01669