ACI
SONY icon

Alpha Cubed Investments’s Sony SONY Stock Holding History

Alpha Cubed Investments’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
2014
Q2 		– Sell
-680,055
Closed -$2.6M – 178
2014
Q1 		$2.6M Buy
680,055
+339,145
+99% +$1.17M 1.35% 17
2013
Q4 		$1.18M Buy
+340,910
New +$1.26M 0.42% 88

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Alpha Cubed Investments's SONY Position: Q2 2014 in Review

Alpha Cubed Investments sold out of Sony (SONY) in Q2 2014, closing a stake of 680,055 shares — an estimated $2.6M sold.

Alpha Cubed Investments first reported a position in SONY in Q4 2013 and held it in 2 quarters. The position peaked at $2.6M in Q1 2014. 174 funds tracked by Wall St. Rank hold SONY as of Q2 2014.

  • Alpha Cubed Investments reported no remaining Sony position as of Q2 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 680,055 Sony shares in Q2 2014, an estimated $2.6M.
  • Alpha Cubed Investments first reported a position in Sony in Q4 2013 and held it in 2 quarters.
  • Alpha Cubed Investments's Sony position peaked at $2.6M in Q1 2014.
  • 174 funds tracked by Wall St. Rank held Sony as of Q2 2014.

Based on Alpha Cubed Investments's 13F filing for Q2 2014, filed 21 Jul 2014.