Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BESSEMER GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
FIRST FINANCIAL CORP /IN/ | 28 | 28 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Evercore Wealth Management, LLC | 28 | 28 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q1 2020 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
PICTET ASSET MANAGEMENT LTD | 28 | 28 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Timber Creek Capital Management LLC | 28 | 28 | 0.15% | 0.19% | 0.24% | Q2 2013 | Q1 2020 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Private Capital Management, LLC | 27 | 27 | 0.36% | 0.55% | 0.78% | Q3 2013 | Q1 2020 | 27 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 26 |
HOLLENCREST CAPITAL MANAGEMENT | 26 | 26 | 0.16% | 0.19% | 0.24% | Q4 2013 | Q1 2020 | 26 |
GRANDFIELD & DODD, LLC | 23 | 2 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2020 | 25 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 22 |
CITIGROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 19 |
ROYCE & ASSOCIATES LP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2018 | 18 |
OSTERWEIS CAPITAL MANAGEMENT INC | 17 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2017 | 18 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 17 |
Cannell Capital | 12 | 2 | 0.04% | 0.27% | 0.51% | Q3 2014 | Q1 2020 | 14 |
Baird Financial Group, Inc. | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q2 2018 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Covey Capital Advisors, LLC | 12 | 12 | 0.28% | 0.67% | 0.87% | Q4 2013 | Q3 2016 | 12 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Baker Ellis Asset Management LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q3 2017 | Q1 2020 | 11 |
New Potomac Partners, LLC | 10 | 10 | 0.07% | 0.07% | 0.09% | Q4 2017 | Q1 2020 | 10 |
ASHFORD CAPITAL MANAGEMENT INC | 10 | 10 | 0.05% | 0.14% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Cannell & Co. | 9 | 9 | 0.05% | 0.06% | 0.10% | Q4 2017 | Q4 2019 | 9 |
DEUTSCHE BANK AG\ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.09% | 0.15% | 0.23% | Q4 2017 | Q4 2019 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Capital Innovations LLC | 5 | 2 | 0.24% | 0.34% | 0.51% | Q4 2013 | Q4 2015 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2015 | Q2 2015 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2014 | Q3 2014 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PRIVATE CAPITAL MANAGEMENT | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BERKLEY W R CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own POPE RES DEL LTD PARTNERSHIP or have owned POPE RES DEL LTD PARTNERSHIP in the past.