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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

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Kayne Anderson Rudnick Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
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Ameriprise
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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.