Next Financial Group’s Pearson PSO Stock Holding History

Next Financial Group’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
2018 Q4	–	Sell	-26	Closed	–	–	2073
2018 Q3	$0	Buy	+26	New	+$304	﹤0.01%	1512

Other funds holding PSO

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's PSO Position: Q4 2018 in Review

Next Financial Group sold out of Pearson (PSO) in Q4 2018, closing a stake of 26 shares.

Next Financial Group first reported a position in PSO in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 96 funds tracked by Wall St. Rank hold PSO as of Q4 2018.

Next Financial Group reported no remaining Pearson position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 26 Pearson shares in Q4 2018.
Next Financial Group first reported a position in Pearson in Q3 2018 and held it in 1 quarter.
Next Financial Group's Pearson position peaked at $0 in Q3 2018.
96 funds tracked by Wall St. Rank held Pearson as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.