Baird’s Sony SONY Stock Holding History

Baird’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 Q1	$1.54M	Buy	287,000 +64,275	+29%	+$325K	0.02%	623
2014 Q4	$912K	Sell	222,725 -18,400	-8%	-$72.5K	0.01%	759
2014 Q3	$870K	Sell	241,125 -67,375	-22%	-$243K	0.01%	699
2014 Q2	$1.03M	Buy	+308,500	New	+$1.07M	0.01%	657
2013 Q3	–	Sell	-66,825	Closed	-$283K	–	1114
2013 Q2	$283K	Buy	+66,825	New	+$251K	0.01%	922

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

AVC

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baird's SONY Position: Q1 2015 in Review

Baird increased its Sony (SONY) stake by 29% in Q1 2015, buying an estimated $325K and bringing the position to 287,000 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #623.

Baird first reported a position in SONY in Q2 2013 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold SONY as of Q1 2015.

Baird held 287,000 shares of Sony worth $1.54M as of Q1 2015.
Baird bought 64,275 Sony shares in Q1 2015, an estimated $325K.
Sony made up 0.02% of Baird's portfolio in Q1 2015, its #623 holding.
Baird first reported a position in Sony in Q2 2013 and has held it in 5 quarters since.
216 funds tracked by Wall St. Rank held Sony as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.