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Mount Yale Investment Advisors’s Pearson PSO Stock Holding History

Mount Yale Investment 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
2019
Q2 		– Sell
-38,511
Closed -$423K – 336
2019
Q1 		$423K Sell
38,511
-34,931
-48% -$408K 0.08% 210
2018
Q4 		$892K Buy
73,442
+6,266
+9% +$72.4K 0.18% 123
2018
Q3 		$803K Buy
67,176
+45,686
+213% +$535K 0.14% 127
2018
Q2 		$249K Buy
+21,490
New +$248K 0.05% 276

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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Mount Yale Investment Advisors's PSO Position: Q2 2019 in Review

Mount Yale Investment Advisors sold out of Pearson (PSO) in Q2 2019, closing a stake of 38,511 shares — an estimated $423K sold.

Mount Yale Investment Advisors first reported a position in PSO in Q2 2018 and held it in 4 quarters. The position peaked at $892K in Q4 2018. 87 funds tracked by Wall St. Rank hold PSO as of Q2 2019.

  • Mount Yale Investment Advisors reported no remaining Pearson position as of Q2 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 38,511 Pearson shares in Q2 2019, an estimated $423K.
  • Mount Yale Investment Advisors first reported a position in Pearson in Q2 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Pearson position peaked at $892K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held Pearson as of Q2 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.