WIM
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Waverton Investment Management’s Pool Corp POOL Stock Holding History

Waverton Investment Management’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
2014
Q2 		– Sell
-73,480
Closed -$4.51M – 136
2014
Q1 		$4.51M Buy
73,480
+480
+0.7% +$27.6K 0.21% 88
2013
Q4 		$4.24M Hold
73,000
– – 0.22% 83
2013
Q3 		$4.09M Buy
+73,000
New +$3.95M 0.24% 76

Other funds holding POOL

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Waverton Investment Management's POOL Position: Q2 2014 in Review

Waverton Investment Management sold out of Pool Corp (POOL) in Q2 2014, closing a stake of 73,480 shares — an estimated $4.51M sold.

Waverton Investment Management first reported a position in POOL in Q3 2013 and held it in 3 quarters. The position peaked at $4.51M in Q1 2014. 175 funds tracked by Wall St. Rank hold POOL as of Q2 2014.

  • Waverton Investment Management reported no remaining Pool Corp position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 73,480 Pool Corp shares in Q2 2014, an estimated $4.51M.
  • Waverton Investment Management first reported a position in Pool Corp in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Pool Corp position peaked at $4.51M in Q1 2014.
  • 175 funds tracked by Wall St. Rank held Pool Corp as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.