Loring Wolcott & Coolidge Fiduciary Advisors’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 |
-2,000
| Closed | -$168K | – | 677 |
|
|
2020
Q1 | $168K | Hold |
2,000
| – | – | ﹤0.01% | 248 |
|
|
2019
Q4 | $185K | Hold |
2,000
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $141K | Hold |
2,000
| – | – | ﹤0.01% | 296 |
|
|
2019
Q2 | $136K | Hold |
2,000
| – | – | ﹤0.01% | 301 |
|
|
2019
Q1 | $133K | Hold |
2,000
| – | – | ﹤0.01% | 297 |
|
|
2018
Q4 | $131K | Hold |
2,000
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $145K | Hold |
2,000
| – | – | ﹤0.01% | 300 |
|
|
2018
Q2 | $147K | Hold |
2,000
| – | – | ﹤0.01% | 303 |
|
|
2018
Q1 | $141K | Hold |
2,000
| – | – | ﹤0.01% | 318 |
|
|
2017
Q4 | $139K | Hold |
2,000
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $141K | Hold |
2,000
| – | – | ﹤0.01% | 316 |
|
|
2017
Q2 | $146K | Hold |
2,000
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $142K | Hold |
2,000
| – | – | ﹤0.01% | 311 |
|
|
2016
Q4 | $131K | Hold |
2,000
| – | – | ﹤0.01% | 314 |
|
|
2016
Q3 | $132K | Hold |
2,000
| – | – | ﹤0.01% | 308 |
|
|
2016
Q2 | $128K | Hold |
2,000
| – | – | ﹤0.01% | 305 |
|
|
2016
Q1 | $121K | Hold |
2,000
| – | – | ﹤0.01% | 298 |
|
|
2015
Q4 | $128K | Hold |
2,000
| – | – | ﹤0.01% | 317 |
|
|
2015
Q3 | $137K | Hold |
2,000
| – | – | ﹤0.01% | 317 |
|
|
2015
Q2 | $137K | Hold |
2,000
| – | – | ﹤0.01% | 317 |
|
|
2015
Q1 | $127K | Hold |
2,000
| – | – | ﹤0.01% | 337 |
|
|
2014
Q4 | $127K | Hold |
2,000
| – | – | ﹤0.01% | 330 |
|
|
2014
Q3 | $134K | Hold |
2,000
| – | – | ﹤0.01% | 313 |
|
|
2014
Q2 | $137K | Hold |
2,000
| – | – | ﹤0.01% | 315 |
|
|
2014
Q1 | $138K | Hold |
2,000
| – | – | ﹤0.01% | 302 |
|
|
2013
Q4 | $134K | Hold |
2,000
| – | – | ﹤0.01% | 294 |
|
|
2013
Q3 | $135K | Hold |
2,000
| – | – | ﹤0.01% | 275 |
|
|
2013
Q2 | $140K | Buy |
+2,000
| New | +$129K | ﹤0.01% | 289 |
|
Loring Wolcott & Coolidge Fiduciary Advisors's POPE Position: Q2 2020 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q2 2020, closing a stake of 2,000 shares — an estimated $168K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in POPE in Q2 2013 and held it in 28 quarters. The position peaked at $185K in Q4 2019. 0 funds tracked by Wall St. Rank hold POPE as of Q2 2020.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q2 2020 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q2 2020, an estimated $168K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q2 2013 and held it in 28 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $185K 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 Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.