D. Scott Neal’s Pearson PSO Stock Holding History

D. Scott Neal’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 Q3	–	Sell	-144	Closed	-$2K	–	188
2016 Q2	$2K	Hold	144	–	–	﹤0.01%	160
2016 Q1	$2K	Hold	144	–	–	﹤0.01%	151
2015 Q4	$2K	Buy	+144	New	+$1.94K	﹤0.01%	145

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

D. Scott Neal's PSO Position: Q3 2016 in Review

D. Scott Neal sold out of Pearson (PSO) in Q3 2016, closing a stake of 144 shares — an estimated $2K sold.

D. Scott Neal first reported a position in PSO in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 90 funds tracked by Wall St. Rank hold PSO as of Q3 2016.

D. Scott Neal reported no remaining Pearson position as of Q3 2016 after selling out during the quarter.
D. Scott Neal sold 144 Pearson shares in Q3 2016, an estimated $2K.
D. Scott Neal first reported a position in Pearson in Q4 2015 and held it in 3 quarters.
D. Scott Neal's Pearson position peaked at $2K in Q2 2016.
90 funds tracked by Wall St. Rank held Pearson as of Q3 2016.

Based on D. Scott Neal's 13F filing for Q3 2016, filed 18 Oct 2016.