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Wealthcare Capital Management’s Pearson PSO Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-54
Closed -$1K – 750
2015
Q1 		$1K Buy
+54
New +$1.12K ﹤0.01% 880

Other funds holding PSO

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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Capital Management's PSO Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Pearson (PSO) in Q2 2015, closing a stake of 54 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in PSO in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 114 funds tracked by Wall St. Rank hold PSO as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Pearson position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 54 Pearson shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Pearson in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Pearson position peaked at $1K in Q1 2015.
  • 114 funds tracked by Wall St. Rank held Pearson as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.