Calvert Investment Management’s Pearson PSO Stock Holding History

Calvert Investment Management’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
2017 Q1	–	Sell	-15,262	Closed	-$152K	–	461
2016 Q4	$152K	Sell	15,262 -94	-0.6%	-$910	0.01%	794
2016 Q3	$150K	Sell	15,356 -952	-6%	-$10.9K	0.01%	782
2016 Q2	$212K	Hold	16,308	–	–	0.01%	719
2016 Q1	$205K	Hold	16,308	–	–	0.01%	701
2015 Q4	$176K	Sell	16,308 -65	-0.4%	-$877	0.01%	680
2015 Q3	$281K	Hold	16,373	–	–	0.01%	497
2015 Q2	$310K	Buy	+16,373	New	+$334K	0.01%	495
2014 Q3	–	Sell	-15,912	Closed	-$315K	–	593
2014 Q2	$315K	Buy	15,912 +388	+2%	+$7.26K	0.02%	287
2014 Q1	$276K	Buy	15,524 +4,859	+46%	+$90.8K	0.02%	301
2013 Q4	$239K	Hold	10,665	–	–	0.02%	304
2013 Q3	$217K	Hold	10,665	–	–	0.03%	297
2013 Q2	$191K	Buy	+10,665	New	+$194K	0.03%	290

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calvert Investment Management's PSO Position: Q1 2017 in Review

Calvert Investment Management sold out of Pearson (PSO) in Q1 2017, closing a stake of 15,262 shares — an estimated $152K sold.

Calvert Investment Management first reported a position in PSO in Q2 2013 and held it in 12 quarters. The position peaked at $315K in Q2 2014. 96 funds tracked by Wall St. Rank hold PSO as of Q1 2017.

Calvert Investment Management reported no remaining Pearson position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 15,262 Pearson shares in Q1 2017, an estimated $152K.
Calvert Investment Management first reported a position in Pearson in Q2 2013 and held it in 12 quarters.
Calvert Investment Management's Pearson position peaked at $315K in Q2 2014.
96 funds tracked by Wall St. Rank held Pearson as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.