EWM
POOL icon

Executive Wealth Management’s Pool Corp POOL Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-344
Closed -$66K – 602
2019
Q2 		$66K Buy
344
+1
+0.3% +$181 0.01% 257
2019
Q1 		$57K Hold
343
– – 0.01% 245
2018
Q4 		$51K Buy
+343
New +$51.3K 0.01% 275

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Executive Wealth Management's POOL Position: Q3 2019 in Review

Executive Wealth Management sold out of Pool Corp (POOL) in Q3 2019, closing a stake of 344 shares — an estimated $66K sold.

Executive Wealth Management first reported a position in POOL in Q4 2018 and held it in 3 quarters. The position peaked at $66K in Q2 2019. 394 funds tracked by Wall St. Rank hold POOL as of Q3 2019.

  • Executive Wealth Management reported no remaining Pool Corp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 344 Pool Corp shares in Q3 2019, an estimated $66K.
  • Executive Wealth Management first reported a position in Pool Corp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Pool Corp position peaked at $66K in Q2 2019.
  • 394 funds tracked by Wall St. Rank held Pool Corp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.