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Sheaff Brock Investment Advisors’s Pool Corp POOL Stock Holding History

Sheaff Brock Investment 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
2017
Q3 		– Sell
-7,703
Closed -$906K – 605
2017
Q2 		$906K Buy
7,703
+98
+1% +$11.8K 0.12% 168
2017
Q1 		$908K Sell
7,605
-1,011
-12% -$113K 0.12% 164
2016
Q4 		$899K Sell
8,616
-1,016
-11% -$100K 0.11% 183
2016
Q3 		$910K Sell
9,632
-3,352
-26% -$329K 0.12% 165
2016
Q2 		$1.22M Sell
12,984
-1,576
-11% -$142K 0.15% 141
2016
Q1 		$1.28M Buy
+14,560
New +$1.17M 0.16% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's POOL Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Pool Corp (POOL) in Q3 2017, closing a stake of 7,703 shares — an estimated $906K sold.

Sheaff Brock Investment Advisors first reported a position in POOL in Q1 2016 and held it in 6 quarters. The position peaked at $1.28M in Q1 2016. 305 funds tracked by Wall St. Rank hold POOL as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Pool Corp position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 7,703 Pool Corp shares in Q3 2017, an estimated $906K.
  • Sheaff Brock Investment Advisors first reported a position in Pool Corp in Q1 2016 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Pool Corp position peaked at $1.28M in Q1 2016.
  • 305 funds tracked by Wall St. Rank held Pool Corp as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.