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Capital Directions Investment Advisors’s Pool Corp POOL Stock Holding History

Capital Directions Investment 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
Q2 		– Sell
-152
Closed -$30K – 235
2020
Q1 		$30K Hold
152
– – 0.01% 139
2019
Q4 		$32K Hold
152
– – 0.01% 157
2019
Q3 		$31K Buy
+152
New +$29.3K 0.01% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Directions Investment Advisors's POOL Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of Pool Corp (POOL) in Q2 2020, closing a stake of 152 shares — an estimated $30K sold.

Capital Directions Investment Advisors first reported a position in POOL in Q3 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 471 funds tracked by Wall St. Rank hold POOL as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining Pool Corp position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 152 Pool Corp shares in Q2 2020, an estimated $30K.
  • Capital Directions Investment Advisors first reported a position in Pool Corp in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Pool Corp position peaked at $32K in Q4 2019.
  • 471 funds tracked by Wall St. Rank held Pool Corp as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.