Kings Point Capital Management’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-300
Closed -$25K 476
2020
Q1
$25K Hold
300
﹤0.01% 357
2019
Q4
$28K Hold
300
﹤0.01% 378
2019
Q3
$21K Hold
300
﹤0.01% 397
2019
Q2
$20K Buy
+300
New +$20.3K ﹤0.01% 354

Kings Point Capital Management's POPE Position: Q2 2020 in Review

Kings Point Capital Management sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q2 2020, closing a stake of 300 shares — an estimated $25K sold.

Kings Point Capital Management first reported a position in POPE in Q2 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 0 funds tracked by Wall St. Rank hold POPE as of Q2 2020.

  • Kings Point Capital Management reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q2 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 300 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q2 2020, an estimated $25K.
  • Kings Point Capital Management first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q2 2019 and held it in 4 quarters.
  • Kings Point Capital Management's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $28K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.