Calton & Associates’s Sony SONY Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,250	Closed	-$12K	–	1138
2017 Q4	$12K	Buy	+1,250	New	+$10.7K	﹤0.01%	1024

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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

MPMG

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

Calton & Associates's SONY Position: Q1 2018 in Review

Calton & Associates sold out of Sony (SONY) in Q1 2018, closing a stake of 1,250 shares — an estimated $12K sold.

Calton & Associates first reported a position in SONY in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 348 funds tracked by Wall St. Rank hold SONY as of Q1 2018.

Calton & Associates reported no remaining Sony position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,250 Sony shares in Q1 2018, an estimated $12K.
Calton & Associates first reported a position in Sony in Q4 2017 and held it in 1 quarter.
Calton & Associates's Sony position peaked at $12K in Q4 2017.
348 funds tracked by Wall St. Rank held Sony as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.