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Todd Asset Management’s Pearson PSO Stock Holding History

Todd Asset 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
2014
Q1 		– Sell
-40,710
Closed -$912K – 212
2013
Q4 		$912K Buy
40,710
+10,978
+37% +$233K 0.03% 176
2013
Q3 		$605K Sell
29,732
-130
-0.4% -$2.59K 0.02% 183
2013
Q2 		$535K Buy
+29,862
New +$542K 0.02% 207

Other funds holding PSO

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Todd Asset Management's PSO Position: Q1 2014 in Review

Todd Asset Management sold out of Pearson (PSO) in Q1 2014, closing a stake of 40,710 shares — an estimated $912K sold.

Todd Asset Management first reported a position in PSO in Q2 2013 and held it in 3 quarters. The position peaked at $912K in Q4 2013. 97 funds tracked by Wall St. Rank hold PSO as of Q1 2014.

  • Todd Asset Management reported no remaining Pearson position as of Q1 2014 after selling out during the quarter.
  • Todd Asset Management sold 40,710 Pearson shares in Q1 2014, an estimated $912K.
  • Todd Asset Management first reported a position in Pearson in Q2 2013 and held it in 3 quarters.
  • Todd Asset Management's Pearson position peaked at $912K in Q4 2013.
  • 97 funds tracked by Wall St. Rank held Pearson as of Q1 2014.

Based on Todd Asset Management's 13F filing for Q1 2014, filed 7 May 2014.