HWP
POOL icon

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return