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Brandywine Oak Private Wealth’s Pool Corp POOL Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-34
Closed -$5K – 512
2018
Q4 		$5K Buy
+34
New +$5.09K ﹤0.01% 564

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brandywine Oak Private Wealth's POOL Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Pool Corp (POOL) in Q1 2019, closing a stake of 34 shares — an estimated $5K sold.

Brandywine Oak Private Wealth first reported a position in POOL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 357 funds tracked by Wall St. Rank hold POOL as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Pool Corp position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 34 Pool Corp shares in Q1 2019, an estimated $5K.
  • Brandywine Oak Private Wealth first reported a position in Pool Corp in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Pool Corp position peaked at $5K in Q4 2018.
  • 357 funds tracked by Wall St. Rank held Pool Corp as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.