RegentAtlantic Capital’s Pearson PSO Stock Holding History

RegentAtlantic Capital’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 Q1	–	Sell	-950	Closed	-$17.5K	–	792
2014 Q4	$17.5K	Buy	+950	New	+$17.8K	﹤0.01%	787

Other funds holding PSO

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RegentAtlantic Capital's PSO Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Pearson (PSO) in Q1 2015, closing a stake of 950 shares — an estimated $17.5K sold.

RegentAtlantic Capital first reported a position in PSO in Q4 2014 and held it in 1 quarter. The position peaked at $17.5K in Q4 2014. 106 funds tracked by Wall St. Rank hold PSO as of Q1 2015.

RegentAtlantic Capital reported no remaining Pearson position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 950 Pearson shares in Q1 2015, an estimated $17.5K.
RegentAtlantic Capital first reported a position in Pearson in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Pearson position peaked at $17.5K in Q4 2014.
106 funds tracked by Wall St. Rank held Pearson as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.