B. Riley Wealth Management’s Sony SONY Stock Holding History

B. Riley Wealth 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
2015 Q3	–	Sell	-500	Closed	-$2K	–	652
2015 Q2	$2K	Hold	500	–	–	﹤0.01%	963
2015 Q1	$2K	Hold	500	–	–	﹤0.01%	972
2014 Q4	$2K	Hold	500	–	–	﹤0.01%	948
2014 Q3	$1K	Hold	500	–	–	﹤0.01%	1040
2014 Q2	$1K	Hold	500	–	–	﹤0.01%	1083
2014 Q1	$2K	Buy	+500	New	+$1.73K	﹤0.01%	1012

Other funds holding SONY

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

B. Riley Wealth Management's SONY Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Sony (SONY) in Q3 2015, closing a stake of 500 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in SONY in Q1 2014 and held it in 6 quarters. The position peaked at $2K in Q2 2015. 211 funds tracked by Wall St. Rank hold SONY as of Q3 2015.

B. Riley Wealth Management reported no remaining Sony position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 500 Sony shares in Q3 2015, an estimated $2K.
B. Riley Wealth Management first reported a position in Sony in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Sony position peaked at $2K in Q2 2015.
211 funds tracked by Wall St. Rank held Sony as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.