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RGT Wealth Advisors’s Pool Corp POOL Stock Holding History

RGT Wealth Advisors’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
Q4 		– Sell
-1,881
Closed -$314K – 34
2018
Q3 		$314K Hold
1,881
– – 1.06% 27
2018
Q2 		$285K Buy
1,881
+48
+3% +$7.04K 0.92% 28
2018
Q1 		$268K Buy
+1,833
New +$252K 0.13% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RGT Wealth Advisors's POOL Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Pool Corp (POOL) in Q4 2018, closing a stake of 1,881 shares — an estimated $314K sold.

RGT Wealth Advisors first reported a position in POOL in Q1 2018 and held it in 3 quarters. The position peaked at $314K in Q3 2018. 342 funds tracked by Wall St. Rank hold POOL as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Pool Corp position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,881 Pool Corp shares in Q4 2018, an estimated $314K.
  • RGT Wealth Advisors first reported a position in Pool Corp in Q1 2018 and held it in 3 quarters.
  • RGT Wealth Advisors's Pool Corp position peaked at $314K in Q3 2018.
  • 342 funds tracked by Wall St. Rank held Pool Corp as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.