BA
POOL icon

Boston Advisors’s Pool Corp POOL Stock Holding History

Boston 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
Q3 		– Sell
-168,950
Closed -$19.9M – 666
2017
Q2 		$19.9M Buy
168,950
+570
+0.3% +$68.5K 0.46% 56
2017
Q1 		$20.1M Sell
168,380
-1,460
-0.9% -$164K 0.47% 49
2016
Q4 		$17.7M Sell
169,840
-60,990
-26% -$6.02M 0.42% 62
2016
Q3 		$21.8M Buy
230,830
+160
+0.1% +$15.7K 0.54% 43
2016
Q2 		$21.7M Sell
230,670
-3,155
-1% -$284K 0.54% 46
2016
Q1 		$20.5M Buy
233,825
+7,955
+4% +$640K 0.5% 54
2015
Q4 		$18.2M Buy
225,870
+171,175
+313% +$13.7M 0.43% 65
2015
Q3 		$3.95M Sell
54,695
-545
-1% -$38.5K 0.15% 198
2015
Q2 		$3.88M Sell
55,240
-1,325
-2% -$90.4K 0.16% 156
2015
Q1 		$3.95M Buy
56,565
+52,305
+1,228% +$3.49M 0.16% 166
2014
Q4 		$270K Hold
4,260
– – 0.01% 498
2014
Q3 		$230K Sell
4,260
-5,317
-56% -$296K 0.01% 540
2014
Q2 		$542K Sell
9,577
-303
-3% -$17.7K 0.02% 342
2014
Q1 		$606K Sell
9,880
-645
-6% -$37.1K 0.03% 316
2013
Q4 		$612K Buy
10,525
+128
+1% +$7.07K 0.03% 321
2013
Q3 		$583K Hold
10,397
– – 0.03% 308
2013
Q2 		$545K Buy
+10,397
New +$527K 0.03% 306

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JP Morgan Chase
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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return