Winfield Associates’s Pearson PSO Stock Holding History

Winfield Associates’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 Q1	–	Sell	-265	Closed	-$3K	–	510
2017 Q4	$3K	Buy	265 +130	+96%	+$1.19K	﹤0.01%	605
2017 Q3	$1K	Sell	135 -90	-40%	-$728	﹤0.01%	714
2017 Q2	$2K	Hold	225	–	–	﹤0.01%	703
2017 Q1	$2K	Buy	225 +20	+10%	+$167	﹤0.01%	600
2016 Q4	$2K	Buy	+205	New	+$1.99K	﹤0.01%	561
2016 Q3	–	Sell	-150	Closed	-$2K	–	725
2016 Q2	$2K	Sell	150 -60	-29%	-$716	﹤0.01%	538
2016 Q1	$3K	Buy	+210	New	+$2.4K	﹤0.01%	456

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Winfield Associates's PSO Position: Q1 2018 in Review

Winfield Associates sold out of Pearson (PSO) in Q1 2018, closing a stake of 265 shares — an estimated $3K sold.

Winfield Associates first reported a position in PSO in Q1 2016 and held it in 7 quarters. The position peaked at $3K in Q4 2017. 94 funds tracked by Wall St. Rank hold PSO as of Q1 2018.

Winfield Associates reported no remaining Pearson position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 265 Pearson shares in Q1 2018, an estimated $3K.
Winfield Associates first reported a position in Pearson in Q1 2016 and held it in 7 quarters.
Winfield Associates's Pearson position peaked at $3K in Q4 2017.
94 funds tracked by Wall St. Rank held Pearson as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.