Parasol Investment Management’s Pearson PSO Stock Holding History

Parasol Investment Management’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	–	Sell	-59	Closed	-$1K	–	214
2015 Q2	$1K	Hold	59	–	–	﹤0.01%	253
2015 Q1	$1K	Hold	59	–	–	﹤0.01%	263
2014 Q4	$1K	Hold	59	–	–	﹤0.01%	299
2014 Q3	$1K	Hold	59	–	–	﹤0.01%	282
2014 Q2	$1K	Hold	59	–	–	﹤0.01%	267
2014 Q1	$1K	Hold	59	–	–	﹤0.01%	250
2013 Q4	$1K	Buy	+59	New	+$1.25K	﹤0.01%	250

Other funds holding PSO

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parasol Investment Management's PSO Position: Q3 2015 in Review

Parasol Investment Management sold out of Pearson (PSO) in Q3 2015, closing a stake of 59 shares — an estimated $1K sold.

Parasol Investment Management first reported a position in PSO in Q4 2013 and held it in 7 quarters. The position peaked at $1K in Q2 2015. 118 funds tracked by Wall St. Rank hold PSO as of Q3 2015.

Parasol Investment Management reported no remaining Pearson position as of Q3 2015 after selling out during the quarter.
Parasol Investment Management sold 59 Pearson shares in Q3 2015, an estimated $1K.
Parasol Investment Management first reported a position in Pearson in Q4 2013 and held it in 7 quarters.
Parasol Investment Management's Pearson position peaked at $1K in Q2 2015.
118 funds tracked by Wall St. Rank held Pearson as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.