AWA
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Arete Wealth Advisors’s Pool Corp POOL Stock Holding History

Arete Wealth 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
2020
Q3 		– Sell
-2,114
Closed -$250K – 408
2020
Q2 		$250K Buy
2,114
+5
+0.2% +$1.16K 0.04% 317
2020
Q1 		$209K Buy
+2,109
New +$449K 0.04% 299

Other funds holding POOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Arete Wealth Advisors's POOL Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Pool Corp (POOL) in Q3 2020, closing a stake of 2,114 shares — an estimated $250K sold.

Arete Wealth Advisors first reported a position in POOL in Q1 2020 and held it in 2 quarters. The position peaked at $250K in Q2 2020. 522 funds tracked by Wall St. Rank hold POOL as of Q3 2020.

  • Arete Wealth Advisors reported no remaining Pool Corp position as of Q3 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,114 Pool Corp shares in Q3 2020, an estimated $250K.
  • Arete Wealth Advisors first reported a position in Pool Corp in Q1 2020 and held it in 2 quarters.
  • Arete Wealth Advisors's Pool Corp position peaked at $250K in Q2 2020.
  • 522 funds tracked by Wall St. Rank held Pool Corp as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.