MA
PSO icon

MUFG Americas’s Pearson PSO Stock Holding History

MUFG Americas’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
2014
Q4 		– Sell
-1,100
Closed -$22K – 1294
2014
Q3 		$22K Hold
1,100
– – ﹤0.01% 808
2014
Q2 		$22K Sell
1,100
-1,267
-54% -$23.7K ﹤0.01% 829
2014
Q1 		$42K Hold
2,367
– – ﹤0.01% 701
2013
Q4 		$53K Hold
2,367
– – ﹤0.01% 669
2013
Q3 		$48K Hold
2,367
– – ﹤0.01% 723
2013
Q2 		$42K Buy
+2,367
New +$43K ﹤0.01% 1181

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MUFG Americas's PSO Position: Q4 2014 in Review

MUFG Americas sold out of Pearson (PSO) in Q4 2014, closing a stake of 1,100 shares — an estimated $22K sold.

MUFG Americas first reported a position in PSO in Q2 2013 and held it in 6 quarters. The position peaked at $53K in Q4 2013. 97 funds tracked by Wall St. Rank hold PSO as of Q4 2014.

  • MUFG Americas reported no remaining Pearson position as of Q4 2014 after selling out during the quarter.
  • MUFG Americas sold 1,100 Pearson shares in Q4 2014, an estimated $22K.
  • MUFG Americas first reported a position in Pearson in Q2 2013 and held it in 6 quarters.
  • MUFG Americas's Pearson position peaked at $53K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q4 2014.

Based on MUFG Americas's 13F filing for Q4 2014, filed 13 Feb 2015.