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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Pool Corp POOL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 		– Sell
-100
Closed -$15K – 293
2018
Q2 		$15K Hold
100
– – 0.01% 284
2018
Q1 		$15K Hold
100
– – 0.01% 284
2017
Q4 		$14K Buy
+100
New +$12.2K 0.04% 170

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T. Rowe Price Associates
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Kayne Anderson Rudnick Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's POOL Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Pool Corp (POOL) in Q3 2018, closing a stake of 100 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in POOL in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 340 funds tracked by Wall St. Rank hold POOL as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Pool Corp position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Pool Corp shares in Q3 2018, an estimated $15K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Pool Corp in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Pool Corp position peaked at $15K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Pool Corp as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.