Apriem Advisors’s Pool Corp POOL Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-35	Closed	-$4K	–	438
2017 Q1	$4K	Hold	35	–	–	﹤0.01%	519
2016 Q4	$4K	Hold	35	–	–	﹤0.01%	540
2016 Q3	$3K	Buy	+35	New	+$3.44K	﹤0.01%	513

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's POOL Position: Q2 2017 in Review

Apriem Advisors sold out of Pool Corp (POOL) in Q2 2017, closing a stake of 35 shares — an estimated $4K sold.

Apriem Advisors first reported a position in POOL in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2017. 296 funds tracked by Wall St. Rank hold POOL as of Q2 2017.

Apriem Advisors reported no remaining Pool Corp position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 35 Pool Corp shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in Pool Corp in Q3 2016 and held it in 3 quarters.
Apriem Advisors's Pool Corp position peaked at $4K in Q1 2017.
296 funds tracked by Wall St. Rank held Pool Corp as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.