LAM
POOL icon

Lebenthal Asset Management’s Pool Corp POOL Stock Holding History

Lebenthal Asset 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
-130
Closed -$12K – 588
2016
Q3 		$12K Buy
+130
New +$12.8K ﹤0.01% 713

Other funds holding POOL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lebenthal Asset Management's POOL Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Pool Corp (POOL) in Q4 2016, closing a stake of 130 shares — an estimated $12K sold.

Lebenthal Asset Management first reported a position in POOL in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 289 funds tracked by Wall St. Rank hold POOL as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Pool Corp position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 130 Pool Corp shares in Q4 2016, an estimated $12K.
  • Lebenthal Asset Management first reported a position in Pool Corp in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Pool Corp position peaked at $12K in Q3 2016.
  • 289 funds tracked by Wall St. Rank held Pool Corp as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.