Proficio Capital Partners’s Pearson PSO Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-262	Closed	-$3K	–	1177
2019 Q2	$3K	Sell	262 -189	-42%	-$1.98K	﹤0.01%	1423
2019 Q1	$5K	Sell	451 -93	-17%	-$1.08K	﹤0.01%	1118
2018 Q4	$6K	Hold	544	–	–	﹤0.01%	839
2018 Q3	$6K	Buy	544 +53	+11%	+$620	﹤0.01%	924
2018 Q2	$6K	Hold	491	–	–	﹤0.01%	957
2018 Q1	$5K	Hold	491	–	–	﹤0.01%	1011
2017 Q4	$5K	Buy	491 +40	+9%	+$367	﹤0.01%	981
2017 Q3	$4K	Buy	451 +289	+178%	+$2.34K	﹤0.01%	995
2017 Q2	$1K	Buy	162 +76	+88%	+$661	﹤0.01%	1209
2017 Q1	$1K	Sell	86 -110	-56%	-$917	﹤0.01%	1239
2016 Q4	$2K	Buy	196 +41	+26%	+$397	﹤0.01%	935
2016 Q3	$2K	Hold	155	–	–	﹤0.01%	875
2016 Q2	$2K	Sell	155 -110	-42%	-$1.31K	﹤0.01%	830
2016 Q1	$3K	Buy	265 +23	+10%	+$263	﹤0.01%	659
2015 Q4	$3K	Buy	+242	New	+$3.27K	﹤0.01%	577

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Proficio Capital Partners's PSO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Pearson (PSO) in Q3 2019, closing a stake of 262 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in PSO in Q4 2015 and held it in 15 quarters. The position peaked at $6K in Q4 2018. 77 funds tracked by Wall St. Rank hold PSO as of Q3 2019.

Proficio Capital Partners reported no remaining Pearson position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 262 Pearson shares in Q3 2019, an estimated $3K.
Proficio Capital Partners first reported a position in Pearson in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Pearson position peaked at $6K in Q4 2018.
77 funds tracked by Wall St. Rank held Pearson as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.