Bellwether Investment Group’s Sony SONY Stock Holding History

Bellwether Investment 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
2017 Q2	–	Sell	-1,755	Closed	-$12K	–	526
2017 Q1	$12K	Buy	+1,755	New	+$10.9K	0.03%	448

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellwether Investment Group's SONY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Sony (SONY) in Q2 2017, closing a stake of 1,755 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in SONY in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 253 funds tracked by Wall St. Rank hold SONY as of Q2 2017.

Bellwether Investment Group reported no remaining Sony position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 1,755 Sony shares in Q2 2017, an estimated $12K.
Bellwether Investment Group first reported a position in Sony in Q1 2017 and held it in 1 quarter.
Bellwether Investment Group's Sony position peaked at $12K in Q1 2017.
253 funds tracked by Wall St. Rank held Sony as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.