MFS
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MSI Financial Services’s Pool Corp POOL Stock Holding History

MSI Financial Services’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 		$15K Buy
142
+32
+29% +$3.16K ﹤0.01% 2576
2016
Q3 		$10K Buy
110
+1
+0.9% +$98 ﹤0.01% 2795
2016
Q2 		$10K Hold
109
– – ﹤0.01% 2780
2016
Q1 		$10K Buy
109
+55
+102% +$4.42K ﹤0.01% 2764
2015
Q4 		$4K Buy
+54
New +$4.32K ﹤0.01% 3209

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

MSI Financial Services's POOL Position: Q4 2016 in Review

MSI Financial Services increased its Pool Corp (POOL) stake by 29% in Q4 2016, buying an estimated $3.16K and bringing the position to 142 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

MSI Financial Services first reported a position in POOL in Q4 2015 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold POOL as of Q4 2016.

  • MSI Financial Services held 142 shares of Pool Corp worth $15K as of Q4 2016.
  • MSI Financial Services bought 32 Pool Corp shares in Q4 2016, an estimated $3.16K.
  • Pool Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2576 holding.
  • MSI Financial Services first reported a position in Pool Corp in Q4 2015 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Pool Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.