Caldwell & Orkin’s Sony SONY Stock Holding History

Caldwell & Orkin’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 Q3	–	Sell	-41,500	Closed	-$317K	–	69
2017 Q2	$317K	Buy	+41,500	New	+$294K	0.39%	53

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Caldwell & Orkin's SONY Position: Q3 2017 in Review

Caldwell & Orkin sold out of Sony (SONY) in Q3 2017, closing a stake of 41,500 shares — an estimated $317K sold.

Caldwell & Orkin first reported a position in SONY in Q2 2017 and held it in 1 quarter. The position peaked at $317K in Q2 2017. 266 funds tracked by Wall St. Rank hold SONY as of Q3 2017.

Caldwell & Orkin reported no remaining Sony position as of Q3 2017 after selling out during the quarter.
Caldwell & Orkin sold 41,500 Sony shares in Q3 2017, an estimated $317K.
Caldwell & Orkin first reported a position in Sony in Q2 2017 and held it in 1 quarter.
Caldwell & Orkin's Sony position peaked at $317K in Q2 2017.
266 funds tracked by Wall St. Rank held Sony as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.