Arete Wealth Advisors’s Pearson PSO Stock Holding History

Arete Wealth Advisors’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-29,939	Closed	-$1.02M	–	405
2018 Q4	$1.02M	Buy	+29,939	New	+$346K	0.25%	101

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Arete Wealth Advisors's PSO Position: Q1 2019 in Review

Arete Wealth Advisors sold out of Pearson (PSO) in Q1 2019, closing a stake of 29,939 shares — an estimated $1.02M sold.

Arete Wealth Advisors first reported a position in PSO in Q4 2018 and held it in 1 quarter. The position peaked at $1.02M in Q4 2018. 99 funds tracked by Wall St. Rank hold PSO as of Q1 2019.

Arete Wealth Advisors reported no remaining Pearson position as of Q1 2019 after selling out during the quarter.
Arete Wealth Advisors sold 29,939 Pearson shares in Q1 2019, an estimated $1.02M.
Arete Wealth Advisors first reported a position in Pearson in Q4 2018 and held it in 1 quarter.
Arete Wealth Advisors's Pearson position peaked at $1.02M in Q4 2018.
99 funds tracked by Wall St. Rank held Pearson as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.