Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
APSP
Asset Planning Services (Pennsylvania)’s
Sony
SONY
Stock Holding History
Asset Planning Services (Pennsylvania)’s Portfolio
SONY Stock Details
SONY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-950
Closed
-$9K
–
286
2017
Q4
$9K
Hold
950
–
–
﹤0.01%
217
2017
Q3
$7K
Hold
950
–
–
﹤0.01%
249
2017
Q2
$7K
Hold
950
–
–
﹤0.01%
249
2017
Q1
$6K
Hold
950
–
–
﹤0.01%
248
2016
Q4
$5K
Hold
950
–
–
﹤0.01%
237
2016
Q3
$6K
Hold
950
–
–
0.01%
215
2016
Q2
$6K
Hold
950
–
–
0.01%
225
2016
Q1
$5K
Buy
+950
New
+$4.36K
﹤0.01%
226
Other funds holding SONY
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GF
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
New York
$544B AUM
28.31%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group
Wayzata, Minnesota
$942M AUM
54.98%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close