Icon Wealth Partners’s Pool Corp POOL Stock Holding History

Icon 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
2019 Q2	–	Sell	-52	Closed	-$9K	–	609
2019 Q1	$9K	Buy	+52	New	+$8.07K	﹤0.01%	685
2018 Q3	–	Sell	-41	Closed	-$6K	–	609
2018 Q2	$6K	Buy	+41	New	+$6.02K	﹤0.01%	741
2018 Q1	–	Sell	-43	Closed	-$6K	–	607
2017 Q4	$6K	Buy	+43	New	+$5.22K	﹤0.01%	760

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

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

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

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

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

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

EAM

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

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

Icon Wealth Partners's POOL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Pool Corp (POOL) in Q2 2019, closing a stake of 52 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in POOL in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 379 funds tracked by Wall St. Rank hold POOL as of Q2 2019.

Icon Wealth Partners reported no remaining Pool Corp position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 52 Pool Corp shares in Q2 2019, an estimated $9K.
Icon Wealth Partners first reported a position in Pool Corp in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Pool Corp position peaked at $9K in Q1 2019.
379 funds tracked by Wall St. Rank held Pool Corp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.