LBA Wealth Management’s Pool Corp POOL Stock Holding History

LBA Wealth 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 Q2	–	Sell	-400	Closed	-$35K	–	456
2016 Q1	$35K	Buy	+400	New	+$32.2K	0.02%	218

Other funds holding POOL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

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

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

LBA Wealth Management's POOL Position: Q2 2016 in Review

LBA Wealth Management sold out of Pool Corp (POOL) in Q2 2016, closing a stake of 400 shares — an estimated $35K sold.

LBA Wealth Management first reported a position in POOL in Q1 2016 and held it in 1 quarter. The position peaked at $35K in Q1 2016. 275 funds tracked by Wall St. Rank hold POOL as of Q2 2016.

LBA Wealth Management reported no remaining Pool Corp position as of Q2 2016 after selling out during the quarter.
LBA Wealth Management sold 400 Pool Corp shares in Q2 2016, an estimated $35K.
LBA Wealth Management first reported a position in Pool Corp in Q1 2016 and held it in 1 quarter.
LBA Wealth Management's Pool Corp position peaked at $35K in Q1 2016.
275 funds tracked by Wall St. Rank held Pool Corp as of Q2 2016.

Based on LBA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.