IHT Wealth Management’s Pearson PSO Stock Holding History

IHT 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
2018 Q2	–	Sell	-57	Closed	-$1K	–	1110
2018 Q1	$1K	Hold	57	–	–	﹤0.01%	1618
2017 Q4	$1K	Hold	57	–	–	﹤0.01%	1608
2017 Q3	$0	Hold	57	–	–	﹤0.01%	1519
2017 Q2	$14	Hold	57	–	–	0.01%	870
2017 Q1	$0	Hold	57	–	–	﹤0.01%	1310
2016 Q4	$1K	Buy	+57	New	+$552	﹤0.01%	1144

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IHT Wealth Management's PSO Position: Q2 2018 in Review

IHT Wealth Management sold out of Pearson (PSO) in Q2 2018, closing a stake of 57 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PSO in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 95 funds tracked by Wall St. Rank hold PSO as of Q2 2018.

IHT Wealth Management reported no remaining Pearson position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 57 Pearson shares in Q2 2018, an estimated $1K.
IHT Wealth Management first reported a position in Pearson in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Pearson position peaked at $1K in Q1 2018.
95 funds tracked by Wall St. Rank held Pearson as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.