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New England Securities’s Pearson PSO Stock Holding History

New England Securities’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 		$1K Hold
63
– – ﹤0.01% 1572
2014
Q3 		$1K Hold
63
– – ﹤0.01% 1604
2014
Q2 		$1K Hold
63
– – ﹤0.01% 1655
2014
Q1 		$1K Hold
63
– – ﹤0.01% 1638
2013
Q4 		$1K Buy
+63
New +$1.34K ﹤0.01% 1562

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

New England Securities's PSO Position: Q4 2014 in Review

New England Securities held its Pearson (PSO) position steady in Q4 2014 at 63 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

New England Securities first reported a position in PSO in Q4 2013 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold PSO as of Q4 2014.

  • New England Securities held 63 shares of Pearson worth $1K as of Q4 2014.
  • New England Securities left its Pearson share count unchanged in Q4 2014.
  • Pearson made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1572 holding.
  • New England Securities first reported a position in Pearson in Q4 2013 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.