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Bollard Group’s Sonos SONO Stock Holding History

Bollard Group’s Portfolio SONO Stock Details SONO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$3K – 272
2018
Q3 		$3K Buy
+200
New +$3.54K ﹤0.01% 261

Other funds holding SONO

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
IVGAI
Index Venture Growth Associates I St Helier, Channel Islands, Jersey $197M AUM 24.85% 1-Year Est. Return
GA
Greenspring Associates Owings Mills, Maryland $1.48B AUM 61.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bollard Group's SONO Position: Q4 2018 in Review

Bollard Group sold out of Sonos (SONO) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Bollard Group first reported a position in SONO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 110 funds tracked by Wall St. Rank hold SONO as of Q4 2018.

  • Bollard Group reported no remaining Sonos position as of Q4 2018 after selling out during the quarter.
  • Bollard Group sold 200 Sonos shares in Q4 2018, an estimated $3K.
  • Bollard Group first reported a position in Sonos in Q3 2018 and held it in 1 quarter.
  • Bollard Group's Sonos position peaked at $3K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held Sonos as of Q4 2018.

Based on Bollard Group's 13F filing for Q4 2018, filed 5 Feb 2019.