Fortis Advisors’s Pool Corp POOL Stock Holding History

Fortis 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 Q1	–	Sell	-1,075	Closed	-$228K	–	367
2019 Q4	$228K	Hold	1,075	–	–	0.14%	105
2019 Q3	$217K	Hold	1,075	–	–	0.1%	119
2019 Q2	$205K	Buy	+1,075	New	+$194K	0.1%	114

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fortis Advisors's POOL Position: Q1 2020 in Review

Fortis Advisors sold out of Pool Corp (POOL) in Q1 2020, closing a stake of 1,075 shares — an estimated $228K sold.

Fortis Advisors first reported a position in POOL in Q2 2019 and held it in 3 quarters. The position peaked at $228K in Q4 2019. 426 funds tracked by Wall St. Rank hold POOL as of Q1 2020.

Fortis Advisors reported no remaining Pool Corp position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 1,075 Pool Corp shares in Q1 2020, an estimated $228K.
Fortis Advisors first reported a position in Pool Corp in Q2 2019 and held it in 3 quarters.
Fortis Advisors's Pool Corp position peaked at $228K in Q4 2019.
426 funds tracked by Wall St. Rank held Pool Corp as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.