AG
SOFO

Advisor Group’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Advisor Group’s Portfolio SOFO Stock Details SOFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$1K – 4659
2016
Q3 		$1K Hold
200
– – ﹤0.01% 4378
2016
Q2 		$1K Buy
+200
New +$1.32K ﹤0.01% 4291

Other funds holding SOFO

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Advisor Group's SOFO Position: Q4 2016 in Review

Advisor Group sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q4 2016, closing a stake of 200 shares — an estimated $1K sold.

Advisor Group first reported a position in SOFO in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 16 funds tracked by Wall St. Rank hold SOFO as of Q4 2016.

  • Advisor Group reported no remaining Sonic Foundry, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 200 Sonic Foundry, Inc. Common Stock shares in Q4 2016, an estimated $1K.
  • Advisor Group first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Sonic Foundry, Inc. Common Stock position peaked at $1K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.