EWM
POPE

Evercore Wealth Management’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,750
Closed -$651K 391
2020
Q1
$651K Sell
7,750
-5,900
-43% -$496K 0.02% 213
2019
Q4
$1.26M Hold
13,650
0.03% 189
2019
Q3
$963K Hold
13,650
0.03% 208
2019
Q2
$931K Hold
13,650
0.03% 213
2019
Q1
$908K Hold
13,650
0.03% 208
2018
Q4
$894K Hold
13,650
0.03% 188
2018
Q3
$990K Hold
13,650
0.03% 198
2018
Q2
$1M Hold
13,650
0.03% 200
2018
Q1
$960K Hold
13,650
0.04% 187
2017
Q4
$952K Hold
13,650
0.04% 194
2017
Q3
$960K Hold
13,650
0.04% 180
2017
Q2
$1.01M Hold
13,650
0.04% 175
2017
Q1
$966K Hold
13,650
0.04% 181
2016
Q4
$887K Hold
13,650
0.04% 188
2016
Q3
$901K Hold
13,650
0.04% 188
2016
Q2
$876K Hold
13,650
0.04% 186
2016
Q1
$826K Hold
13,650
0.04% 193
2015
Q4
$875K Hold
13,650
0.04% 194
2015
Q3
$917K Sell
13,650
-3,150
-19% -$212K 0.04% 189
2015
Q2
$1.15M Sell
16,800
-700
-4% -$47.9K 0.05% 185
2015
Q1
$1.11M Hold
17,500
0.05% 182
2014
Q4
$1.12M Hold
17,500
0.06% 162
2014
Q3
$1.17M Sell
17,500
-20,558
-54% -$1.38M 0.06% 175
2014
Q2
$2.6M Sell
38,058
-7,742
-17% -$529K 0.13% 123
2014
Q1
$3.16M Buy
45,800
+1,000
+2% +$69K 0.18% 111
2013
Q4
$3M Hold
44,800
0.16% 118
2013
Q3
$3.03M Hold
44,800
0.17% 132
2013
Q2
$3.14M Buy
+44,800
New +$3.14M 0.18% 128