Checchi Capital Advisers’s Pearson PSO Stock Holding History

Checchi Capital Advisers’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 Q2	–	Sell	-11,678	Closed	-$99K	–	399
2017 Q1	$99K	Buy	+11,678	New	+$97.4K	0.01%	397
2016 Q3	–	Sell	-8,249	Closed	-$107K	–	998
2016 Q2	$107K	Buy	8,249 +724	+10%	+$8.64K	0.01%	553
2016 Q1	$94K	Buy	+7,525	New	+$86K	0.02%	615

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

PPA

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Checchi Capital Advisers's PSO Position: Q2 2017 in Review

Checchi Capital Advisers sold out of Pearson (PSO) in Q2 2017, closing a stake of 11,678 shares — an estimated $99K sold.

Checchi Capital Advisers first reported a position in PSO in Q1 2016 and held it in 3 quarters. The position peaked at $107K in Q2 2016. 91 funds tracked by Wall St. Rank hold PSO as of Q2 2017.

Checchi Capital Advisers reported no remaining Pearson position as of Q2 2017 after selling out during the quarter.
Checchi Capital Advisers sold 11,678 Pearson shares in Q2 2017, an estimated $99K.
Checchi Capital Advisers first reported a position in Pearson in Q1 2016 and held it in 3 quarters.
Checchi Capital Advisers's Pearson position peaked at $107K in Q2 2016.
91 funds tracked by Wall St. Rank held Pearson as of Q2 2017.

Based on Checchi Capital Advisers's 13F filing for Q2 2017, filed 3 Aug 2017.