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Avantax Planning Partners’s Pool Corp POOL Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-61
Closed -$10K – 964
2018
Q3 		$10K Buy
+61
New +$9.88K ﹤0.01% 880
2018
Q2 		– Sell
-80
Closed -$12K – 1149
2018
Q1 		$12K Buy
+80
New +$11K ﹤0.01% 974

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Avantax Planning Partners's POOL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Pool Corp (POOL) in Q4 2018, closing a stake of 61 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in POOL in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 342 funds tracked by Wall St. Rank hold POOL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Pool Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 61 Pool Corp shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Pool Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Pool Corp position peaked at $12K in Q1 2018.
  • 342 funds tracked by Wall St. Rank held Pool Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.