FM
POOL icon

Forward Management’s Pool Corp POOL Stock Holding History

Forward 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
2018
Q4 		– Sell
-3,816
Closed -$637K – 112
2018
Q3 		$637K Sell
3,816
-1,839
-33% -$298K 0.11% 88
2018
Q2 		$858K Buy
5,655
+113
+2% +$16.6K 0.14% 92
2018
Q1 		$810K Buy
5,542
+60
+1% +$8.26K 0.12% 107
2017
Q4 		$711K Sell
5,482
-139
-2% -$16.9K 0.08% 120
2017
Q3 		$608K Buy
5,621
+202
+4% +$21.8K 0.07% 122
2017
Q2 		$637K Buy
5,419
+161
+3% +$19.3K 0.05% 134
2017
Q1 		$627K Buy
5,258
+197
+4% +$22.1K 0.05% 126
2016
Q4 		$528K Sell
5,061
-8,636
-63% -$852K 0.04% 162
2016
Q3 		$1.29M Sell
13,697
-210
-2% -$20.6K 0.1% 93
2016
Q2 		$1.31M Sell
13,907
-623
-4% -$56K 0.11% 95
2016
Q1 		$1.27M Sell
14,530
-282
-2% -$22.7K 0.1% 99
2015
Q4 		$1.2M Buy
14,812
+2,475
+20% +$198K 0.1% 116
2015
Q3 		$892K Sell
12,337
-9,924
-45% -$700K 0.07% 143
2015
Q2 		$1.56M Buy
22,261
+5,134
+30% +$350K 0.1% 124
2015
Q1 		$1.2M Buy
17,127
+5,130
+43% +$343K 0.07% 150
2014
Q4 		$761K Buy
11,997
+236
+2% +$14K 0.04% 187
2014
Q3 		$634K Buy
11,761
+3,235
+38% +$180K 0.04% 205
2014
Q2 		$482K Buy
8,526
+336
+4% +$19.6K 0.03% 231
2014
Q1 		$502K Buy
+8,190
New +$471K 0.03% 229

Other funds holding POOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return