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Ladenburg Thalmann Financial Services’s Pearson PSO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$0 Sell
51
-1,340
-96% -$11.5K ﹤0.01% 5459
2019
Q3 		$13K Buy
1,391
+768
+123% +$7.96K ﹤0.01% 4267
2019
Q2 		$7K Buy
623
+1
+0.2% +$10 ﹤0.01% 4583
2019
Q1 		$7K Sell
622
-87
-12% -$1.01K ﹤0.01% 4538
2018
Q4 		$8K Buy
709
+259
+58% +$2.99K ﹤0.01% 4403
2018
Q3 		$5K Sell
450
-674
-60% -$7.89K ﹤0.01% 4607
2018
Q2 		$12K Hold
1,124
– – ﹤0.01% 4142
2018
Q1 		$12K Buy
1,124
+227
+25% +$2.26K ﹤0.01% 4142
2017
Q4 		$9K Sell
897
-11
-1% -$101 ﹤0.01% 4252
2017
Q3 		$7K Sell
908
-156
-15% -$1.26K ﹤0.01% 4252
2017
Q2 		$9K Hold
1,064
– – ﹤0.01% 4082
2017
Q1 		$9K Hold
1,064
– – ﹤0.01% 4058
2016
Q4 		$11K Buy
1,064
+787
+284% +$7.62K ﹤0.01% 3836
2016
Q3 		$3K Sell
277
-55
-17% -$632 ﹤0.01% 4375
2016
Q2 		$4K Hold
332
– – ﹤0.01% 4217
2016
Q1 		$4K Buy
332
+9
+3% +$103 ﹤0.01% 4172
2015
Q4 		$3K Sell
323
-5,292
-94% -$71.4K ﹤0.01% 4246
2015
Q3 		$96K Buy
5,615
+3,367
+150% +$60.8K ﹤0.01% 2026
2015
Q2 		$43K Buy
2,248
+66
+3% +$1.35K ﹤0.01% 2689
2015
Q1 		$48K Buy
2,182
+683
+46% +$14.1K ﹤0.01% 2579
2014
Q4 		$28K Buy
1,499
+65
+5% +$1.22K ﹤0.01% 2768
2014
Q3 		$29K Buy
1,434
+1,000
+230% +$19.1K ﹤0.01% 2379
2014
Q2 		$9K Hold
434
– – ﹤0.01% 3144
2014
Q1 		$8K Hold
434
– – ﹤0.01% 3079
2013
Q4 		$9K Hold
434
– – ﹤0.01% 2995
2013
Q3 		$9K Buy
434
+100
+30% +$2K ﹤0.01% 2913
2013
Q2 		$6K Buy
+334
New +$6.06K ﹤0.01% 2977

Other funds holding PSO

Dimensional Fund Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Pearson (PSO) stake by 96% in Q4 2019, selling an estimated $11.5K and leaving 51 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5459.

Ladenburg Thalmann Financial Services first reported a position in PSO in Q2 2013 and has held it in 27 quarters since. The position peaked at $96K in Q3 2015. 75 funds tracked by Wall St. Rank hold PSO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 51 shares of Pearson worth $0 as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,340 Pearson shares in Q4 2019, an estimated $11.5K.
  • Pearson made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5459 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Pearson in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Pearson position peaked at $96K in Q3 2015.
  • 75 funds tracked by Wall St. Rank held Pearson as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.