W
POOL icon

Wealthfront’s Pool Corp POOL Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-447
Closed -$32K – 853
2015
Q3 		$32K Buy
447
+281
+169% +$19.8K ﹤0.01% 607
2015
Q2 		$12K Buy
166
+148
+822% +$10.1K ﹤0.01% 783
2015
Q1 		$1K Buy
18
+17
+1,700% +$1.14K ﹤0.01% 1124
2014
Q4 		$0 Buy
+1
New +$59 ﹤0.01% 907

Other funds holding POOL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's POOL Position: Q4 2015 in Review

Wealthfront sold out of Pool Corp (POOL) in Q4 2015, closing a stake of 447 shares — an estimated $32K sold.

Wealthfront first reported a position in POOL in Q4 2014 and held it in 4 quarters. The position peaked at $32K in Q3 2015. 246 funds tracked by Wall St. Rank hold POOL as of Q4 2015.

  • Wealthfront reported no remaining Pool Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 447 Pool Corp shares in Q4 2015, an estimated $32K.
  • Wealthfront first reported a position in Pool Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Pool Corp position peaked at $32K in Q3 2015.
  • 246 funds tracked by Wall St. Rank held Pool Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.