Apriem Advisors’s Sony SONY Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-4,875	Closed	-$50K	–	342
2018 Q2	$50K	Buy	+4,875	New	+$47.4K	0.01%	245
2017 Q2	–	Sell	-1,875	Closed	-$13K	–	478
2017 Q1	$13K	Hold	1,875	–	–	﹤0.01%	392
2016 Q4	$11K	Sell	1,875 -500	-21%	-$3.04K	﹤0.01%	437
2016 Q3	$16K	Hold	2,375	–	–	﹤0.01%	356
2016 Q2	$14K	Hold	2,375	–	–	﹤0.01%	379
2016 Q1	$12K	Hold	2,375	–	–	﹤0.01%	361
2015 Q4	$12K	Hold	2,375	–	–	﹤0.01%	358
2015 Q3	$12K	Hold	2,375	–	–	﹤0.01%	344
2015 Q2	$13K	Hold	2,375	–	–	﹤0.01%	389
2015 Q1	$13K	Hold	2,375	–	–	﹤0.01%	384
2014 Q4	$10K	Buy	2,375 +375	+19%	+$1.48K	﹤0.01%	373
2014 Q3	$7K	Buy	2,000 +1,000	+100%	+$3.6K	﹤0.01%	416
2014 Q2	$3K	Hold	1,000	–	–	﹤0.01%	425
2014 Q1	$4K	Hold	1,000	–	–	﹤0.01%	427
2013 Q4	$3K	Buy	1,000 +500	+100%	+$1.85K	﹤0.01%	451
2013 Q3	$2K	Hold	500	–	–	﹤0.01%	456
2013 Q2	$2K	Buy	+500	New	+$1.88K	﹤0.01%	430

Other funds holding SONY

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return