Dimensional Fund Advisors’s Sonic Foundry, Inc. Common Stock SOFO Stock Holding History

Dimensional Fund Advisors’s Portfolio SOFO Stock Details SOFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-12,321	Closed	-$28K	–	3439
2018 Q2	$28K	Sell	12,321 -10,173	-45%	-$23.3K	﹤0.01%	3357
2018 Q1	$50K	Hold	22,494	–	–	﹤0.01%	3313
2017 Q4	$68K	Sell	22,494 -2,737	-11%	-$8.47K	﹤0.01%	3289
2017 Q3	$81K	Sell	25,231 -19,850	-44%	-$69.4K	﹤0.01%	3292
2017 Q2	$175K	Sell	45,081 -3,300	-7%	-$14.9K	﹤0.01%	3211
2017 Q1	$241K	Sell	48,381 -2,800	-5%	-$13.5K	﹤0.01%	3176
2016 Q4	$253K	Hold	51,181	–	–	﹤0.01%	3171
2016 Q3	$297K	Hold	51,181	–	–	﹤0.01%	3143
2016 Q2	$317K	Hold	51,181	–	–	﹤0.01%	3115
2016 Q1	$340K	Hold	51,181	–	–	﹤0.01%	3101
2015 Q4	$269K	Sell	51,181 -1,300	-2%	-$8.7K	﹤0.01%	3179
2015 Q3	$440K	Hold	52,481	–	–	﹤0.01%	3137
2015 Q2	$353K	Hold	52,481	–	–	﹤0.01%	3188
2015 Q1	$508K	Hold	52,481	–	–	﹤0.01%	3099
2014 Q4	$401K	Hold	52,481	–	–	﹤0.01%	3163
2014 Q3	$496K	Hold	52,481	–	–	﹤0.01%	3154
2014 Q2	$563K	Hold	52,481	–	–	﹤0.01%	3165
2014 Q1	$564K	Hold	52,481	–	–	﹤0.01%	3169
2013 Q4	$515K	Sell	52,481 -1,067	-2%	-$10.4K	﹤0.01%	3167
2013 Q3	$494K	Sell	53,548 -589	-1%	-$5.52K	﹤0.01%	3191
2013 Q2	$574K	Buy	+54,137	New	+$437K	﹤0.01%	3143

Other funds holding SOFO

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dimensional Fund Advisors's SOFO Position: Q3 2018 in Review

Dimensional Fund Advisors sold out of Sonic Foundry, Inc. Common Stock (SOFO) in Q3 2018, closing a stake of 12,321 shares — an estimated $28K sold.

Dimensional Fund Advisors first reported a position in SOFO in Q2 2013 and held it in 21 quarters. The position peaked at $574K in Q2 2013. 15 funds tracked by Wall St. Rank hold SOFO as of Q3 2018.

Dimensional Fund Advisors reported no remaining Sonic Foundry, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Dimensional Fund Advisors sold 12,321 Sonic Foundry, Inc. Common Stock shares in Q3 2018, an estimated $28K.
Dimensional Fund Advisors first reported a position in Sonic Foundry, Inc. Common Stock in Q2 2013 and held it in 21 quarters.
Dimensional Fund Advisors's Sonic Foundry, Inc. Common Stock position peaked at $574K in Q2 2013.
15 funds tracked by Wall St. Rank held Sonic Foundry, Inc. Common Stock as of Q3 2018.

Based on Dimensional Fund Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.