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OFI Advisors’s Pearson PSO Stock Holding History

OFI 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
2015
Q3 		$33K Buy
1,912
+69
+4% +$1.25K ﹤0.01% 1618
2015
Q2 		$35K Buy
1,843
+318
+21% +$6.5K ﹤0.01% 1611
2015
Q1 		$33K Sell
1,525
-97
-6% -$2.01K ﹤0.01% 1628
2014
Q4 		$30K Buy
1,622
+162
+11% +$3.04K ﹤0.01% 1635
2014
Q3 		$29K Sell
1,460
-92
-6% -$1.75K ﹤0.01% 1634
2014
Q2 		$31K Sell
1,552
-31
-2% -$580 ﹤0.01% 1614
2014
Q1 		$28K Buy
1,583
+347
+28% +$6.48K ﹤0.01% 1631
2013
Q4 		$28K Sell
1,236
-44
-3% -$934 ﹤0.01% 1642
2013
Q3 		$26K Sell
1,280
-368
-22% -$7.34K ﹤0.01% 1639
2013
Q2 		$30K Buy
+1,648
New +$29.9K ﹤0.01% 1594

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

OFI Advisors's PSO Position: Q3 2015 in Review

OFI Advisors increased its Pearson (PSO) stake by 3.7% in Q3 2015, buying an estimated $1.25K and bringing the position to 1,912 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

OFI Advisors first reported a position in PSO in Q2 2013 and has held it in 10 quarters since. The position peaked at $35K in Q2 2015. 118 funds tracked by Wall St. Rank hold PSO as of Q3 2015.

  • OFI Advisors held 1,912 shares of Pearson worth $33K as of Q3 2015.
  • OFI Advisors bought 69 Pearson shares in Q3 2015, an estimated $1.25K.
  • Pearson made up ﹤0.01% of OFI Advisors's portfolio in Q3 2015, its #1618 holding.
  • OFI Advisors first reported a position in Pearson in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Pearson position peaked at $35K in Q2 2015.
  • 118 funds tracked by Wall St. Rank held Pearson as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.