Strategic Wealth Partners’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-1,000	Closed	-$72	–	562
2019 Q3	$72	Hold	1,000	–	–	﹤0.01%	284
2019 Q2	$68K	Hold	1,000	–	–	0.03%	202
2019 Q1	$66K	Hold	1,000	–	–	0.03%	211
2018 Q4	$71K	Hold	1,000	–	–	0.04%	200
2018 Q3	$73K	Hold	1,000	–	–	0.04%	203
2018 Q2	$74K	Hold	1,000	–	–	0.04%	222
2018 Q1	$70K	Buy	1,000 +109	+12%	+$7.58K	0.04%	217
2017 Q4	$64K	Buy	+891	New	+$63K	0.04%	205

Other funds holding POPE

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

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

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

SCM

Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Wealth Partners's POPE Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q4 2019, closing a stake of 1,000 shares — an estimated $72 sold.

Strategic Wealth Partners first reported a position in POPE in Q4 2017 and held it in 8 quarters. The position peaked at $74K in Q2 2018. 32 funds tracked by Wall St. Rank hold POPE as of Q4 2019.

Strategic Wealth Partners reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,000 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q4 2019, an estimated $72.
Strategic Wealth Partners first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $74K in Q2 2018.
32 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.