Baldwin Wealth Partners’s Pearson PSO Stock Holding History

Baldwin Wealth Partners’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
2016 Q2	–	Sell	-135	Closed	-$2K	–	483
2016 Q1	$2K	Buy	+135	New	+$1.54K	﹤0.01%	469

Other funds holding PSO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

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

Baldwin Wealth Partners's PSO Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of Pearson (PSO) in Q2 2016, closing a stake of 135 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in PSO in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 93 funds tracked by Wall St. Rank hold PSO as of Q2 2016.

Baldwin Wealth Partners reported no remaining Pearson position as of Q2 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 135 Pearson shares in Q2 2016, an estimated $2K.
Baldwin Wealth Partners first reported a position in Pearson in Q1 2016 and held it in 1 quarter.
Baldwin Wealth Partners's Pearson position peaked at $2K in Q1 2016.
93 funds tracked by Wall St. Rank held Pearson as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.