APSP
SONY icon

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
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
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SONY Position: Q1 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Sony (SONY) in Q1 2018, closing a stake of 950 shares — an estimated $9K sold.

Asset Planning Services (Pennsylvania) first reported a position in SONY in Q1 2016 and held it in 8 quarters. The position peaked at $9K in Q4 2017. 348 funds tracked by Wall St. Rank hold SONY as of Q1 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining Sony position as of Q1 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 950 Sony shares in Q1 2018, an estimated $9K.
  • Asset Planning Services (Pennsylvania) first reported a position in Sony in Q1 2016 and held it in 8 quarters.
  • Asset Planning Services (Pennsylvania)'s Sony position peaked at $9K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Sony as of Q1 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2018, filed 4 May 2018.