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Boston Private Bank & Trust’s Pearson PSO Stock Holding History

Boston Private Bank & Trust’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
Q2 		– Sell
-505
Closed -$9K – 1020
2014
Q1 		$9K Sell
505
-328
-39% -$6.13K ﹤0.01% 867
2013
Q4 		$19K Buy
833
+328
+65% +$6.96K ﹤0.01% 754
2013
Q3 		$10K Hold
505
– – ﹤0.01% 810
2013
Q2 		$9K Buy
+505
New +$9.17K ﹤0.01% 782

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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

Boston Private Bank & Trust's PSO Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Pearson (PSO) in Q2 2014, closing a stake of 505 shares — an estimated $9K sold.

Boston Private Bank & Trust first reported a position in PSO in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q4 2013. 97 funds tracked by Wall St. Rank hold PSO as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Pearson position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 505 Pearson shares in Q2 2014, an estimated $9K.
  • Boston Private Bank & Trust first reported a position in Pearson in Q2 2013 and held it in 4 quarters.
  • Boston Private Bank & Trust's Pearson position peaked at $19K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.