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Bedell Frazier Investment Counselling’s Sony SONY Stock Holding History

Bedell Frazier Investment Counselling’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
2014
Q4 		– Sell
-1,358,670
Closed -$4.9M – 60
2014
Q3 		$4.9M Buy
1,358,670
+19,795
+1% +$71.3K 2.29% 19
2014
Q2 		$4.49M Buy
1,338,875
+54,625
+4% +$189K 2.27% 22
2014
Q1 		$4.91M Buy
1,284,250
+19,250
+2% +$66.4K 2.75% 15
2013
Q4 		$4.37M Buy
+1,265,000
New +$4.67M 2.05% 20

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bedell Frazier Investment Counselling's SONY Position: Q4 2014 in Review

Bedell Frazier Investment Counselling sold out of Sony (SONY) in Q4 2014, closing a stake of 1,358,670 shares — an estimated $4.9M sold.

Bedell Frazier Investment Counselling first reported a position in SONY in Q4 2013 and held it in 4 quarters. The position peaked at $4.91M in Q1 2014. 201 funds tracked by Wall St. Rank hold SONY as of Q4 2014.

  • Bedell Frazier Investment Counselling reported no remaining Sony position as of Q4 2014 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 1,358,670 Sony shares in Q4 2014, an estimated $4.9M.
  • Bedell Frazier Investment Counselling first reported a position in Sony in Q4 2013 and held it in 4 quarters.
  • Bedell Frazier Investment Counselling's Sony position peaked at $4.91M in Q1 2014.
  • 201 funds tracked by Wall St. Rank held Sony as of Q4 2014.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2014, filed 13 Feb 2015.