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Advocacy Wealth Management Services’s Sony SONY Stock Holding History

Advocacy Wealth Management Services’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-235
Closed -$1K – 345
2016
Q4 		$1K Buy
+235
New +$1.43K ﹤0.01% 301

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advocacy Wealth Management Services's SONY Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Sony (SONY) in Q1 2017, closing a stake of 235 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in SONY in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 234 funds tracked by Wall St. Rank hold SONY as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining Sony position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 235 Sony shares in Q1 2017, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Sony in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Sony position peaked at $1K in Q4 2016.
  • 234 funds tracked by Wall St. Rank held Sony as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.