Baird Financial Group
POPE

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

Baird Financial 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
2018
Q3 		– Sell
-67,311
Closed -$4.95M – 1379
2018
Q2 		$4.95M Buy
67,311
+13,722
+26% +$975K 0.03% 435
2018
Q1 		$3.77M Sell
53,589
-101
-0.2% -$7.03K 0.03% 478
2017
Q4 		$3.74M Sell
53,690
-99
-0.2% -$7K 0.03% 473
2017
Q3 		$3.78M Hold
53,789
– – 0.03% 473
2017
Q2 		$3.98M Sell
53,789
-1,331
-2% -$96.2K 0.03% 448
2017
Q1 		$3.9M Sell
55,120
-2,964
-5% -$205K 0.03% 451
2016
Q4 		$3.77M Sell
58,084
-2,180
-4% -$144K 0.03% 435
2016
Q3 		$3.98M Sell
60,264
-2,552
-4% -$167K 0.04% 416
2016
Q2 		$4.08M Sell
62,816
-3,235
-5% -$207K 0.04% 400
2016
Q1 		$4M Buy
66,051
+1,000
+2% +$58.5K 0.04% 396
2015
Q4 		$4.17M Buy
65,051
+2,050
+3% +$129K 0.04% 385
2015
Q3 		$4.23M Sell
63,001
-200
-0.3% -$13.4K 0.05% 365
2015
Q2 		$4.33M Buy
+63,201
New +$4.16M 0.04% 381

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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group's POPE Position: Q3 2018 in Review

Baird Financial Group sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q3 2018, closing a stake of 67,311 shares — an estimated $4.95M sold.

Baird Financial Group first reported a position in POPE in Q2 2015 and held it in 13 quarters. The position peaked at $4.95M in Q2 2018. 30 funds tracked by Wall St. Rank hold POPE as of Q3 2018.

  • Baird Financial Group reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 67,311 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q3 2018, an estimated $4.95M.
  • Baird Financial Group first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q2 2015 and held it in 13 quarters.
  • Baird Financial Group's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $4.95M in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.