Hefty Wealth Partners’s Pool Corp POOL Stock Holding History

Hefty Wealth Partners’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 Q1	$15K	Hold	104	–	–	0.01%	173
2017 Q4	$13K	Hold	104	–	–	0.01%	179
2017 Q3	$11K	Buy	104 +1	+1%	+$108	0.01%	181
2017 Q2	$12K	Hold	103	–	–	0.01%	164
2017 Q1	$12K	Hold	103	–	–	0.01%	165
2016 Q4	$10K	Hold	103	–	–	0.01%	163
2016 Q3	$9K	Hold	103	–	–	0.01%	177
2016 Q2	$9K	Sell	103 -1	-1%	-$90	0.01%	149
2016 Q1	$9K	Hold	104	–	–	0.01%	155
2015 Q4	$8K	Buy	+104	New	+$8.32K	0.01%	147

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

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

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

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

EAM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Hefty Wealth Partners's POOL Position: Q1 2018 in Review

Hefty Wealth Partners held its Pool Corp (POOL) position steady in Q1 2018 at 104 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #173.

Hefty Wealth Partners first reported a position in POOL in Q4 2015 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold POOL as of Q1 2018.

Hefty Wealth Partners held 104 shares of Pool Corp worth $15K as of Q1 2018.
Hefty Wealth Partners left its Pool Corp share count unchanged in Q1 2018.
Pool Corp made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #173 holding.
Hefty Wealth Partners first reported a position in Pool Corp in Q4 2015 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held Pool Corp as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.