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B. Riley Wealth Advisors’s Pearson PSO Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-4
Closed – – 1633
2014
Q4 		$0 Buy
+4
New +$75 ﹤0.01% 3732
2014
Q3 		– Sell
-90
Closed -$1.78K – 1584
2014
Q2 		$1.78K Buy
+90
New +$1.68K ﹤0.01% 2237

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

B. Riley Wealth Advisors's PSO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Pearson (PSO) in Q1 2015, closing a stake of 4 shares.

B. Riley Wealth Advisors first reported a position in PSO in Q2 2014 and held it in 2 quarters. The position peaked at $1.78K in Q2 2014. 106 funds tracked by Wall St. Rank hold PSO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Pearson position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4 Pearson shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Pearson in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pearson position peaked at $1.78K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held Pearson as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.