Chevy Chase Trust
POPE

Chevy Chase Trust’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-89
Closed -$8K – 1127
2019
Q4 		$8K Buy
+89
New +$7.35K ﹤0.01% 1084

Other funds holding POPE

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Chevy Chase Trust's POPE Position: Q1 2020 in Review

Chevy Chase Trust sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q1 2020, closing a stake of 89 shares — an estimated $8K sold.

Chevy Chase Trust first reported a position in POPE in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 40 funds tracked by Wall St. Rank hold POPE as of Q1 2020.

  • Chevy Chase Trust reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 89 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q1 2020, an estimated $8K.
  • Chevy Chase Trust first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $8K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.