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Evercore Wealth Management’s Pearson PSO Stock Holding History

Evercore Wealth 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
2015
Q4 		– Sell
-518
Closed -$9K – 1053
2015
Q3 		$9K Hold
518
– – ﹤0.01% 852
2015
Q2 		$10K Sell
518
-120
-19% -$2.45K ﹤0.01% 910
2015
Q1 		$13K Buy
638
+246
+63% +$5.09K ﹤0.01% 843
2014
Q4 		$7K Hold
392
– – ﹤0.01% 775
2014
Q3 		$8K Buy
392
+111
+40% +$2.12K ﹤0.01% 833
2014
Q2 		$6K Buy
+281
New +$5.25K ﹤0.01% 893
2014
Q1 		– Sell
-770
Closed -$18K – 916
2013
Q4 		$18K Buy
770
+550
+250% +$11.7K ﹤0.01% 696
2013
Q3 		$4K Buy
+220
New +$4.39K ﹤0.01% 903

Other funds holding PSO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evercore Wealth Management's PSO Position: Q4 2015 in Review

Evercore Wealth Management sold out of Pearson (PSO) in Q4 2015, closing a stake of 518 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in PSO in Q3 2013 and held it in 8 quarters. The position peaked at $18K in Q4 2013. 101 funds tracked by Wall St. Rank hold PSO as of Q4 2015.

  • Evercore Wealth Management reported no remaining Pearson position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 518 Pearson shares in Q4 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in Pearson in Q3 2013 and held it in 8 quarters.
  • Evercore Wealth Management's Pearson position peaked at $18K in Q4 2013.
  • 101 funds tracked by Wall St. Rank held Pearson as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.