Winch Advisory Services’s Pool Corp POOL Stock Holding History

Winch Advisory Services’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
2019 Q3	–	Sell	-10	Closed	-$2K	–	411
2019 Q2	$2K	Buy	+10	New	+$1.8K	﹤0.01%	375

Other funds holding POOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Winch Advisory Services's POOL Position: Q3 2019 in Review

Winch Advisory Services sold out of Pool Corp (POOL) in Q3 2019, closing a stake of 10 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in POOL in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 394 funds tracked by Wall St. Rank hold POOL as of Q3 2019.

Winch Advisory Services reported no remaining Pool Corp position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 10 Pool Corp shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in Pool Corp in Q2 2019 and held it in 1 quarter.
Winch Advisory Services's Pool Corp position peaked at $2K in Q2 2019.
394 funds tracked by Wall St. Rank held Pool Corp as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.