BA
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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Advisors's POOL Position: Q3 2017 in Review

Boston Advisors sold out of Pool Corp (POOL) in Q3 2017, closing a stake of 168,950 shares — an estimated $19.9M sold.

Boston Advisors first reported a position in POOL in Q2 2013 and held it in 17 quarters. The position peaked at $21.8M in Q3 2016. 305 funds tracked by Wall St. Rank hold POOL as of Q3 2017.

  • Boston Advisors reported no remaining Pool Corp position as of Q3 2017 after selling out during the quarter.
  • Boston Advisors sold 168,950 Pool Corp shares in Q3 2017, an estimated $19.9M.
  • Boston Advisors first reported a position in Pool Corp in Q2 2013 and held it in 17 quarters.
  • Boston Advisors's Pool Corp position peaked at $21.8M in Q3 2016.
  • 305 funds tracked by Wall St. Rank held Pool Corp as of Q3 2017.

Based on Boston Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.