AG
POPE

Advisor Group’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Advisor Group’s Portfolio POPE Stock Details POPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-38
Closed -$3K – 4710
2016
Q3 		$3K Hold
38
– – ﹤0.01% 4108
2016
Q2 		$2K Buy
+38
New +$2.43K ﹤0.01% 4148

Other funds holding POPE

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's POPE Position: Q4 2016 in Review

Advisor Group sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q4 2016, closing a stake of 38 shares — an estimated $3K sold.

Advisor Group first reported a position in POPE in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 26 funds tracked by Wall St. Rank hold POPE as of Q4 2016.

  • Advisor Group reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 38 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q4 2016, an estimated $3K.
  • Advisor Group first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $3K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.