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Independent Portfolio Consultants’s Pearson PSO Stock Holding History

Independent Portfolio Consultants’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
-31,115
Closed -$534K – 796
2015
Q3 		$534K Sell
31,115
-42,057
-57% -$759K 0.12% 234
2015
Q2 		$1.39M Sell
73,172
-15,190
-17% -$310K 0.28% 127
2015
Q1 		$1.91M Buy
88,362
+5,355
+6% +$111K 0.39% 82
2014
Q4 		$1.53M Buy
+83,007
New +$1.56M 0.31% 114

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

Independent Portfolio Consultants's PSO Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of Pearson (PSO) in Q4 2015, closing a stake of 31,115 shares — an estimated $534K sold.

Independent Portfolio Consultants first reported a position in PSO in Q4 2014 and held it in 4 quarters. The position peaked at $1.91M in Q1 2015. 101 funds tracked by Wall St. Rank hold PSO as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining Pearson position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 31,115 Pearson shares in Q4 2015, an estimated $534K.
  • Independent Portfolio Consultants first reported a position in Pearson in Q4 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Pearson position peaked at $1.91M in Q1 2015.
  • 101 funds tracked by Wall St. Rank held Pearson as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.