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 Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Apriem Advisors's SONY Position: Q3 2018 in Review

Apriem Advisors sold out of Sony (SONY) in Q3 2018, closing a stake of 4,875 shares — an estimated $50K sold.

Apriem Advisors first reported a position in SONY in Q2 2013 and held it in 17 quarters. The position peaked at $50K in Q2 2018. 393 funds tracked by Wall St. Rank hold SONY as of Q3 2018.

Apriem Advisors reported no remaining Sony position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 4,875 Sony shares in Q3 2018, an estimated $50K.
Apriem Advisors first reported a position in Sony in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Sony position peaked at $50K in Q2 2018.
393 funds tracked by Wall St. Rank held Sony as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.