Ameriprise
SOFO

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

Ameriprise’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
2014
Q4 		– Sell
-60
Closed -$1K – 4532
2014
Q3 		$1K Hold
60
– – ﹤0.01% 5602
2014
Q2 		$1K Hold
60
– – ﹤0.01% 5397
2014
Q1 		$1K Hold
60
– – ﹤0.01% 5203
2013
Q4 		$1K Hold
60
– – ﹤0.01% 5024
2013
Q3 		$1K Buy
+60
New +$563 ﹤0.01% 5512

Other funds holding SOFO

WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Ameriprise's SOFO Position: Q4 2014 in Review

Ameriprise sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q4 2014, closing a stake of 60 shares — an estimated $1K sold.

Ameriprise first reported a position in SOFO in Q3 2013 and held it in 5 quarters. The position peaked at $1K in Q3 2014. 19 funds tracked by Wall St. Rank hold SOFO as of Q4 2014.

  • Ameriprise reported no remaining Sonic Foundry, Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 60 Sonic Foundry, Inc. Common Stock shares in Q4 2014, an estimated $1K.
  • Ameriprise first reported a position in Sonic Foundry, Inc. Common Stock in Q3 2013 and held it in 5 quarters.
  • Ameriprise's Sonic Foundry, Inc. Common Stock position peaked at $1K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.