SMA
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Simply Money Advisors’s Pool Corp POOL Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-71
Closed -$4K – 301
2013
Q2 		$4K Buy
+71
New +$3.6K ﹤0.01% 305

Other funds holding POOL

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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

Simply Money Advisors's POOL Position: Q3 2013 in Review

Simply Money Advisors sold out of Pool Corp (POOL) in Q3 2013, closing a stake of 71 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in POOL in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 160 funds tracked by Wall St. Rank hold POOL as of Q3 2013.

  • Simply Money Advisors reported no remaining Pool Corp position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 71 Pool Corp shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Pool Corp in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Pool Corp position peaked at $4K in Q2 2013.
  • 160 funds tracked by Wall St. Rank held Pool Corp as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.