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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

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CI
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Bank of America
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Dimensional Fund Advisors
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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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 $893B AUM 36.07% 1-Year Est. Return