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Rockefeller Financial Services’s Pearson PSO Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-453
Closed -$6K – 563
2016
Q1 		$6K Buy
+453
New +$5.18K ﹤0.01% 558

Other funds holding PSO

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rockefeller Financial Services's PSO Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Pearson (PSO) in Q2 2016, closing a stake of 453 shares — an estimated $6K sold.

Rockefeller Financial Services first reported a position in PSO in Q1 2016 and held it in 1 quarter. The position peaked at $6K in Q1 2016. 93 funds tracked by Wall St. Rank hold PSO as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Pearson position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 453 Pearson shares in Q2 2016, an estimated $6K.
  • Rockefeller Financial Services first reported a position in Pearson in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Pearson position peaked at $6K in Q1 2016.
  • 93 funds tracked by Wall St. Rank held Pearson as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.