Jupiter Investment Management’s Pool Corp POOL Stock Holding History

Jupiter Investment 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
2016 Q4	–	Sell	-46,431	Closed	-$4.39M	–	421
2016 Q3	$4.39M	Buy	+46,431	New	+$4.56M	0.08%	163
2016 Q1	–	Sell	-7,432	Closed	-$600K	–	508
2015 Q4	$600K	Buy	+7,432	New	+$595K	0.02%	201
2015 Q3	–	Sell	-63,532	Closed	-$4.46M	–	396
2015 Q2	$4.46M	Buy	63,532 +57,593	+970%	+$3.93M	0.13%	111
2015 Q1	$414K	Buy	+5,939	New	+$397K	0.01%	267

Other funds holding POOL

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jupiter Investment Management's POOL Position: Q4 2016 in Review

Jupiter Investment Management sold out of Pool Corp (POOL) in Q4 2016, closing a stake of 46,431 shares — an estimated $4.39M sold.

Jupiter Investment Management first reported a position in POOL in Q1 2015 and held it in 4 quarters. The position peaked at $4.46M in Q2 2015. 289 funds tracked by Wall St. Rank hold POOL as of Q4 2016.

Jupiter Investment Management reported no remaining Pool Corp position as of Q4 2016 after selling out during the quarter.
Jupiter Investment Management sold 46,431 Pool Corp shares in Q4 2016, an estimated $4.39M.
Jupiter Investment Management first reported a position in Pool Corp in Q1 2015 and held it in 4 quarters.
Jupiter Investment Management's Pool Corp position peaked at $4.46M in Q2 2015.
289 funds tracked by Wall St. Rank held Pool Corp as of Q4 2016.

Based on Jupiter Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.