Financial Architects (New Jersey)’s Pool Corp POOL Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-71	Closed	-$11K	–	1487
2018 Q2	$11K	Hold	71	–	–	﹤0.01%	969
2018 Q1	$10K	Hold	71	–	–	﹤0.01%	1082
2017 Q4	$9K	Hold	71	–	–	﹤0.01%	1178
2017 Q3	$8K	Sell	71 -24	-25%	-$2.6K	﹤0.01%	1189
2017 Q2	$11K	Hold	95	–	–	﹤0.01%	1119
2017 Q1	$11K	Buy	95 +24	+34%	+$2.69K	﹤0.01%	1116
2016 Q4	$7K	Buy	+71	New	+$7.01K	﹤0.01%	1092
2016 Q2	–	Sell	-150	Closed	-$13K	–	1470
2016 Q1	$13K	Buy	+150	New	+$12.1K	﹤0.01%	691

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s POOL Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Pool Corp (POOL) in Q3 2018, closing a stake of 71 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in POOL in Q1 2016 and held it in 8 quarters. The position peaked at $13K in Q1 2016. 340 funds tracked by Wall St. Rank hold POOL as of Q3 2018.

Financial Architects (New Jersey) reported no remaining Pool Corp position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 71 Pool Corp shares in Q3 2018, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Pool Corp in Q1 2016 and held it in 8 quarters.
Financial Architects (New Jersey)'s Pool Corp position peaked at $13K in Q1 2016.
340 funds tracked by Wall St. Rank held Pool Corp as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.