WAM
POPE

Wealthspire Advisors (Maryland)’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-950
Closed -$69K – 2640
2018
Q3 		$69K Hold
950
– – 0.01% 844
2018
Q2 		$70K Buy
950
+150
+19% +$10.7K 0.01% 852
2018
Q1 		$56K Buy
+800
New +$55.7K 0.01% 938

Other funds holding POPE

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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
CC
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GD
Grandfield & Dodd New York $1.77B AUM 23.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s POPE Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Pope Resources Depositary Receipts of Limited Partnership Units (POPE) in Q4 2018, closing a stake of 950 shares — an estimated $69K sold.

Wealthspire Advisors (Maryland) first reported a position in POPE in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 28 funds tracked by Wall St. Rank hold POPE as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Pope Resources Depositary Receipts of Limited Partnership Units position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 950 Pope Resources Depositary Receipts of Limited Partnership Units shares in Q4 2018, an estimated $69K.
  • Wealthspire Advisors (Maryland) first reported a position in Pope Resources Depositary Receipts of Limited Partnership Units in Q1 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Pope Resources Depositary Receipts of Limited Partnership Units position peaked at $70K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Pope Resources Depositary Receipts of Limited Partnership Units as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.