Gupta Wealth Management’s Pearson PSO Stock Holding History

Gupta 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
2016 Q1	$427K	Sell	34,012 -5,991	-15%	-$68.5K	0.1%	153
2015 Q4	$431K	Sell	40,003 -42,325	-51%	-$571K	0.11%	152
2015 Q3	$1.41M	Sell	82,328 -17,580	-18%	-$317K	0.34%	68
2015 Q2	$1.89M	Sell	99,908 -3,552	-3%	-$72.6K	0.47%	54
2015 Q1	$2.24M	Buy	+103,460	New	+$2.14M	0.66%	44

Other funds holding PSO

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOMRS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Gupta Wealth Management's PSO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Pearson (PSO) stake by 15% in Q1 2016, selling an estimated $68.5K and leaving 34,012 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #153.

Gupta Wealth Management first reported a position in PSO in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.24M in Q1 2015. 95 funds tracked by Wall St. Rank hold PSO as of Q1 2016.

Gupta Wealth Management held 34,012 shares of Pearson worth $427K as of Q1 2016.
Gupta Wealth Management sold 5,991 Pearson shares in Q1 2016, an estimated $68.5K.
Pearson made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #153 holding.
Gupta Wealth Management first reported a position in Pearson in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Pearson position peaked at $2.24M in Q1 2015.
95 funds tracked by Wall St. Rank held Pearson as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.