Aureus Asset Management’s Sony SONY Stock Holding History

Aureus Asset Management’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
2017 Q1	–	Sell	-52,500	Closed	-$294K	–	190
2016 Q4	$294K	Buy	+52,500	New	+$319K	0.06%	113

Other funds holding SONY

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

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

Aureus Asset Management's SONY Position: Q1 2017 in Review

Aureus Asset Management sold out of Sony (SONY) in Q1 2017, closing a stake of 52,500 shares — an estimated $294K sold.

Aureus Asset Management first reported a position in SONY in Q4 2016 and held it in 1 quarter. The position peaked at $294K in Q4 2016. 234 funds tracked by Wall St. Rank hold SONY as of Q1 2017.

Aureus Asset Management reported no remaining Sony position as of Q1 2017 after selling out during the quarter.
Aureus Asset Management sold 52,500 Sony shares in Q1 2017, an estimated $294K.
Aureus Asset Management first reported a position in Sony in Q4 2016 and held it in 1 quarter.
Aureus Asset Management's Sony position peaked at $294K in Q4 2016.
234 funds tracked by Wall St. Rank held Sony as of Q1 2017.

Based on Aureus Asset Management's 13F filing for Q1 2017, filed 12 May 2017.