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Avantax Planning Partners’s Sony SONY Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-4,900
Closed -$59K – 1054
2018
Q3 		$59K Buy
+4,900
New +$53.9K ﹤0.01% 446
2018
Q2 		– Sell
-4,900
Closed -$47K – 1292
2018
Q1 		$47K Buy
+4,900
New +$48.3K ﹤0.01% 546

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
GI
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
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

Avantax Planning Partners's SONY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sony (SONY) in Q4 2018, closing a stake of 4,900 shares — an estimated $59K sold.

Avantax Planning Partners first reported a position in SONY in Q1 2018 and held it in 2 quarters. The position peaked at $59K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,900 Sony shares in Q4 2018, an estimated $59K.
  • Avantax Planning Partners first reported a position in Sony in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sony position peaked at $59K in Q3 2018.
  • 381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.