Valeo Financial Advisors’s Pearson PSO Stock Holding History

Valeo Financial Advisors’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	-444	Closed	-$5K	–	1675
2018 Q3	$5K	Buy	+444	New	+$5.2K	﹤0.01%	1209

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Valeo Financial Advisors's PSO Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Pearson (PSO) in Q4 2018, closing a stake of 444 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in PSO in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 96 funds tracked by Wall St. Rank hold PSO as of Q4 2018.

Valeo Financial Advisors reported no remaining Pearson position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 444 Pearson shares in Q4 2018, an estimated $5K.
Valeo Financial Advisors first reported a position in Pearson in Q3 2018 and held it in 1 quarter.
Valeo Financial Advisors's Pearson position peaked at $5K in Q3 2018.
96 funds tracked by Wall St. Rank held Pearson as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.