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Bay Harbor Wealth Management’s Sony SONY Stock Holding History

Bay Harbor 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
2019
Q2 		– Sell
-895
Closed -$8K – 414
2019
Q1 		$8K Buy
895
+310
+53% +$2.9K 0.01% 285
2018
Q4 		$6K Buy
+585
New +$6.19K ﹤0.01% 277

Other funds holding SONY

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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bay Harbor Wealth Management's SONY Position: Q2 2019 in Review

Bay Harbor Wealth Management sold out of Sony (SONY) in Q2 2019, closing a stake of 895 shares — an estimated $8K sold.

Bay Harbor Wealth Management first reported a position in SONY in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 384 funds tracked by Wall St. Rank hold SONY as of Q2 2019.

  • Bay Harbor Wealth Management reported no remaining Sony position as of Q2 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 895 Sony shares in Q2 2019, an estimated $8K.
  • Bay Harbor Wealth Management first reported a position in Sony in Q4 2018 and held it in 2 quarters.
  • Bay Harbor Wealth Management's Sony position peaked at $8K in Q1 2019.
  • 384 funds tracked by Wall St. Rank held Sony as of Q2 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.