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Veritable’s Pearson PSO Stock Holding History

Veritable’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
2013
Q3 		– Sell
-14,359
Closed -$257K – 963
2013
Q2 		$257K Buy
+14,359
New +$261K 0.01% 776

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Veritable's PSO Position: Q3 2013 in Review

Veritable sold out of Pearson (PSO) in Q3 2013, closing a stake of 14,359 shares — an estimated $257K sold.

Veritable first reported a position in PSO in Q2 2013 and held it in 1 quarter. The position peaked at $257K in Q2 2013. 103 funds tracked by Wall St. Rank hold PSO as of Q3 2013.

  • Veritable reported no remaining Pearson position as of Q3 2013 after selling out during the quarter.
  • Veritable sold 14,359 Pearson shares in Q3 2013, an estimated $257K.
  • Veritable first reported a position in Pearson in Q2 2013 and held it in 1 quarter.
  • Veritable's Pearson position peaked at $257K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Pearson as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.