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WealthPLAN Partners’s Pool Corp POOL Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-68
Closed -$6 – 1051
2016
Q2 		$6 Buy
+68
New +$6.11K ﹤0.01% 2552
2015
Q4 		$10 Buy
+136
New +$10.9K ﹤0.01% 1719
2015
Q2 		$5K Buy
+68
New +$4.64K ﹤0.01% 345

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's POOL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Pool Corp (POOL) in Q3 2016, closing a stake of 68 shares — an estimated $6 sold.

WealthPLAN Partners first reported a position in POOL in Q2 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 295 funds tracked by Wall St. Rank hold POOL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Pool Corp position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 68 Pool Corp shares in Q3 2016, an estimated $6.
  • WealthPLAN Partners first reported a position in Pool Corp in Q2 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Pool Corp position peaked at $5K in Q2 2015.
  • 295 funds tracked by Wall St. Rank held Pool Corp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.