AG
POOL icon

Advisor Group’s Pool Corp POOL Stock Holding History

Advisor Group’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.29M Sell
6,058
-502
-8% -$104K 0.01% 1046
2019
Q3 		$1.32M Buy
6,560
+499
+8% +$96.2K 0.01% 983
2019
Q2 		$1.16M Buy
6,061
+1,532
+34% +$277K 0.01% 1036
2019
Q1 		$748K Sell
4,529
-295
-6% -$45.8K 0.01% 1311
2018
Q4 		$718K Buy
4,824
+302
+7% +$45.2K 0.01% 1160
2018
Q3 		$754K Buy
4,522
+1,294
+40% +$210K 0.01% 1181
2018
Q2 		$489K Sell
3,228
-410
-11% -$60.2K 0.01% 1320
2018
Q1 		$531K Sell
3,638
-5,647
-61% -$777K 0.01% 1279
2017
Q4 		$1.2M Buy
9,285
+1,413
+18% +$172K 0.02% 780
2017
Q3 		$852K Buy
7,872
+2,860
+57% +$309K 0.01% 896
2017
Q2 		$589K Buy
5,012
+4,225
+537% +$507K 0.01% 1048
2017
Q1 		$93K Sell
787
-6
-0.8% -$673 ﹤0.01% 2217
2016
Q4 		$83K Sell
793
-13,371
-94% -$1.32M ﹤0.01% 2208
2016
Q3 		$1.34M Buy
14,164
+13,769
+3,486% +$1.35M 0.03% 537
2016
Q2 		$36K Buy
+395
New +$35.5K ﹤0.01% 2652

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Advisor Group's POOL Position: Q4 2019 in Review

Advisor Group reduced its Pool Corp (POOL) stake by 7.7% in Q4 2019, selling an estimated $104K and leaving 6,058 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1046.

Advisor Group first reported a position in POOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2016. 427 funds tracked by Wall St. Rank hold POOL as of Q4 2019.

  • Advisor Group held 6,058 shares of Pool Corp worth $1.29M as of Q4 2019.
  • Advisor Group sold 502 Pool Corp shares in Q4 2019, an estimated $104K.
  • Pool Corp made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1046 holding.
  • Advisor Group first reported a position in Pool Corp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Pool Corp position peaked at $1.34M in Q3 2016.
  • 427 funds tracked by Wall St. Rank held Pool Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.