Beacon Financial Group’s Sony SONY Stock Holding History

Beacon Financial Group’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 Q2	–	Sell	-28,390	Closed	-$274K	–	205
2018 Q1	$274K	Buy	+28,390	New	+$280K	0.05%	181

Other funds holding SONY

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Group's SONY Position: Q2 2018 in Review

Beacon Financial Group sold out of Sony (SONY) in Q2 2018, closing a stake of 28,390 shares — an estimated $274K sold.

Beacon Financial Group first reported a position in SONY in Q1 2018 and held it in 1 quarter. The position peaked at $274K in Q1 2018. 365 funds tracked by Wall St. Rank hold SONY as of Q2 2018.

Beacon Financial Group reported no remaining Sony position as of Q2 2018 after selling out during the quarter.
Beacon Financial Group sold 28,390 Sony shares in Q2 2018, an estimated $274K.
Beacon Financial Group first reported a position in Sony in Q1 2018 and held it in 1 quarter.
Beacon Financial Group's Sony position peaked at $274K in Q1 2018.
365 funds tracked by Wall St. Rank held Sony as of Q2 2018.

Based on Beacon Financial Group's 13F filing for Q2 2018, filed 11 Jul 2018.