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PSO icon

MOTCO’s Pearson PSO Stock Holding History

MOTCO’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
Q3 		– Sell
-1,000
Closed -$19K – 612
2015
Q2 		$19K Buy
+1,000
New +$20.4K ﹤0.01% 371

Other funds holding PSO

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MOTCO's PSO Position: Q3 2015 in Review

MOTCO sold out of Pearson (PSO) in Q3 2015, closing a stake of 1,000 shares — an estimated $19K sold.

MOTCO first reported a position in PSO in Q2 2015 and held it in 1 quarter. The position peaked at $19K in Q2 2015. 118 funds tracked by Wall St. Rank hold PSO as of Q3 2015.

  • MOTCO reported no remaining Pearson position as of Q3 2015 after selling out during the quarter.
  • MOTCO sold 1,000 Pearson shares in Q3 2015, an estimated $19K.
  • MOTCO first reported a position in Pearson in Q2 2015 and held it in 1 quarter.
  • MOTCO's Pearson position peaked at $19K in Q2 2015.
  • 118 funds tracked by Wall St. Rank held Pearson as of Q3 2015.

Based on MOTCO's 13F filing for Q3 2015, filed 4 Nov 2015.