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JP Morgan Private Wealth Advisors’s Pearson PSO Stock Holding History

JP Morgan Private Wealth 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
2015
Q4 		– Sell
-17,070
Closed -$293K – 1204
2015
Q3 		$293K Buy
+17,070
New +$308K ﹤0.01% 802

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

JP Morgan Private Wealth Advisors's PSO Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Pearson (PSO) in Q4 2015, closing a stake of 17,070 shares — an estimated $293K sold.

JP Morgan Private Wealth Advisors first reported a position in PSO in Q3 2015 and held it in 1 quarter. The position peaked at $293K in Q3 2015. 101 funds tracked by Wall St. Rank hold PSO as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Pearson position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,070 Pearson shares in Q4 2015, an estimated $293K.
  • JP Morgan Private Wealth Advisors first reported a position in Pearson in Q3 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Pearson position peaked at $293K in Q3 2015.
  • 101 funds tracked by Wall St. Rank held Pearson as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.