AIA
PSO icon

Avalon Investment & Advisory’s Pearson PSO Stock Holding History

Avalon Investment & Advisory’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
2014
Q1 		– Sell
-13,544
Closed -$303K – 186
2013
Q4 		$303K Buy
13,544
+44
+0.3% +$934 0.02% 164
2013
Q3 		$275K Hold
13,500
– – 0.02% 170
2013
Q2 		$242K Buy
+13,500
New +$245K 0.01% 179

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Avalon Investment & Advisory's PSO Position: Q1 2014 in Review

Avalon Investment & Advisory sold out of Pearson (PSO) in Q1 2014, closing a stake of 13,544 shares — an estimated $303K sold.

Avalon Investment & Advisory first reported a position in PSO in Q2 2013 and held it in 3 quarters. The position peaked at $303K in Q4 2013. 97 funds tracked by Wall St. Rank hold PSO as of Q1 2014.

  • Avalon Investment & Advisory reported no remaining Pearson position as of Q1 2014 after selling out during the quarter.
  • Avalon Investment & Advisory sold 13,544 Pearson shares in Q1 2014, an estimated $303K.
  • Avalon Investment & Advisory first reported a position in Pearson in Q2 2013 and held it in 3 quarters.
  • Avalon Investment & Advisory's Pearson position peaked at $303K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q1 2014.

Based on Avalon Investment & Advisory's 13F filing for Q1 2014, filed 15 May 2014.