Omnia Family Wealth’s Pool Corp POOL Stock Holding History

Omnia Family Wealth’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
2017 Q3	–	Sell	-22	Closed	-$3K	–	672
2017 Q2	$3K	Hold	22	–	–	﹤0.01%	527
2017 Q1	$3K	Hold	22	–	–	﹤0.01%	526
2016 Q4	$2K	Buy	+22	New	+$2.17K	﹤0.01%	611

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Omnia Family Wealth's POOL Position: Q3 2017 in Review

Omnia Family Wealth sold out of Pool Corp (POOL) in Q3 2017, closing a stake of 22 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in POOL in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 305 funds tracked by Wall St. Rank hold POOL as of Q3 2017.

Omnia Family Wealth reported no remaining Pool Corp position as of Q3 2017 after selling out during the quarter.
Omnia Family Wealth sold 22 Pool Corp shares in Q3 2017, an estimated $3K.
Omnia Family Wealth first reported a position in Pool Corp in Q4 2016 and held it in 3 quarters.
Omnia Family Wealth's Pool Corp position peaked at $3K in Q2 2017.
305 funds tracked by Wall St. Rank held Pool Corp as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.