Oakbrook Investments’s Pool Corp POOL Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-1,400	Closed	-$297K	–	407
2019 Q4	$297K	Buy	1,400 +50	+4%	+$10.3K	0.06%	463
2019 Q3	$272K	Buy	+1,350	New	+$260K	0.02%	509
2019 Q1	–	Sell	-2,450	Closed	-$364K	–	632
2018 Q4	$364K	Buy	+2,450	New	+$367K	0.02%	429
2018 Q3	–	Sell	-2,125	Closed	-$322K	–	678
2018 Q2	$322K	Sell	2,125 -150	-7%	-$22K	0.02%	444
2018 Q1	$333K	Buy	+2,275	New	+$313K	0.02%	447
2017 Q3	–	Sell	-3,585	Closed	-$421K	–	585
2017 Q2	$421K	Buy	3,585 +1,810	+102%	+$217K	0.03%	361
2017 Q1	$212K	Sell	1,775 -350	-16%	-$39.2K	0.01%	500
2016 Q4	$222K	Buy	+2,125	New	+$210K	0.01%	517
2016 Q3	–	Sell	-2,150	Closed	-$202K	–	578
2016 Q2	$202K	Buy	+2,150	New	+$193K	0.01%	536

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EAM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Oakbrook Investments's POOL Position: Q1 2020 in Review

Oakbrook Investments sold out of Pool Corp (POOL) in Q1 2020, closing a stake of 1,400 shares — an estimated $297K sold.

Oakbrook Investments first reported a position in POOL in Q2 2016 and held it in 9 quarters. The position peaked at $421K in Q2 2017. 426 funds tracked by Wall St. Rank hold POOL as of Q1 2020.

Oakbrook Investments reported no remaining Pool Corp position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 1,400 Pool Corp shares in Q1 2020, an estimated $297K.
Oakbrook Investments first reported a position in Pool Corp in Q2 2016 and held it in 9 quarters.
Oakbrook Investments's Pool Corp position peaked at $421K in Q2 2017.
426 funds tracked by Wall St. Rank held Pool Corp as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.