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Stratos Wealth Partners’s Pearson PSO Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-51
Closed -$1K – 2078
2018
Q3 		$1K Buy
+51
New +$597 ﹤0.01% 2871
2018
Q2 		– Sell
-50
Closed -$1K – 2172
2018
Q1 		$1K Hold
50
– – ﹤0.01% 3021
2017
Q4 		$0 Buy
+50
New +$459 ﹤0.01% 2827

Other funds holding PSO

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Partners's PSO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Pearson (PSO) in Q4 2018, closing a stake of 51 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in PSO in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 96 funds tracked by Wall St. Rank hold PSO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Pearson position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 51 Pearson shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Pearson in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Pearson position peaked at $1K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Pearson as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.