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First Foundation Advisors’s Pearson PSO Stock Holding History

First Foundation Advisors’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
2014
Q4 		– Sell
-17,940
Closed -$359K – 260
2014
Q3 		$359K Buy
17,940
+3,727
+26% +$71.1K 0.04% 164
2014
Q2 		$282K Buy
+14,213
New +$266K 0.03% 172

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Foundation Advisors's PSO Position: Q4 2014 in Review

First Foundation Advisors sold out of Pearson (PSO) in Q4 2014, closing a stake of 17,940 shares — an estimated $359K sold.

First Foundation Advisors first reported a position in PSO in Q2 2014 and held it in 2 quarters. The position peaked at $359K in Q3 2014. 97 funds tracked by Wall St. Rank hold PSO as of Q4 2014.

  • First Foundation Advisors reported no remaining Pearson position as of Q4 2014 after selling out during the quarter.
  • First Foundation Advisors sold 17,940 Pearson shares in Q4 2014, an estimated $359K.
  • First Foundation Advisors first reported a position in Pearson in Q2 2014 and held it in 2 quarters.
  • First Foundation Advisors's Pearson position peaked at $359K in Q3 2014.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q4 2014.

Based on First Foundation Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.