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FineMark National Bank & Trust’s Pearson PSO Stock Holding History

FineMark National Bank & Trust’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
2013
Q4 		– Sell
-167
Closed -$4K – 1596
2013
Q3 		$4K Hold
167
– – ﹤0.01% 1153
2013
Q2 		$3K Buy
+167
New +$3.03K ﹤0.01% 1202

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FineMark National Bank & Trust's PSO Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of Pearson (PSO) in Q4 2013, closing a stake of 167 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in PSO in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 99 funds tracked by Wall St. Rank hold PSO as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining Pearson position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 167 Pearson shares in Q4 2013, an estimated $4K.
  • FineMark National Bank & Trust first reported a position in Pearson in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's Pearson position peaked at $4K in Q3 2013.
  • 99 funds tracked by Wall St. Rank held Pearson as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.