Burt Wealth Advisors’s Pearson PSO Stock Holding History

Burt 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
2016 Q2	–	Sell	-20	Closed	-$1K	–	525
2016 Q1	$1K	Buy	+20	New	+$229	﹤0.01%	541

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

Burt Wealth Advisors's PSO Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Pearson (PSO) in Q2 2016, closing a stake of 20 shares — an estimated $1K sold.

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

Burt Wealth Advisors reported no remaining Pearson position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 20 Pearson shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in Pearson in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Pearson position peaked at $1K in Q1 2016.
93 funds tracked by Wall St. Rank held Pearson as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.