PFGIA
POOL icon

Patriot Financial Group Insurance Agency’s Pool Corp POOL Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q2 		– Sell
-25
Closed -$4K – 840
2018
Q1 		$4K Hold
25
– – ﹤0.01% 784
2017
Q4 		$3K Hold
25
– – ﹤0.01% 832
2017
Q3 		$3K Hold
25
– – ﹤0.01% 794
2017
Q2 		$3K Hold
25
– – ﹤0.01% 787
2017
Q1 		$3K Buy
+25
New +$2.8K ﹤0.01% 720

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's POOL Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Pool Corp (POOL) in Q2 2018, closing a stake of 25 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in POOL in Q1 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 331 funds tracked by Wall St. Rank hold POOL as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Pool Corp position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Pool Corp shares in Q2 2018, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Pool Corp in Q1 2017 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Pool Corp position peaked at $4K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Pool Corp as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.