Evercore Wealth Management’s Sony SONY Stock Holding History

Evercore Wealth Management’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
2013 Q4	–	Sell	-975	Closed	-$4K	–	976
2013 Q3	$4K	Buy	+975	New	+$4.13K	﹤0.01%	908

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Evercore Wealth Management's SONY Position: Q4 2013 in Review

Evercore Wealth Management sold out of Sony (SONY) in Q4 2013, closing a stake of 975 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in SONY in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 167 funds tracked by Wall St. Rank hold SONY as of Q4 2013.

Evercore Wealth Management reported no remaining Sony position as of Q4 2013 after selling out during the quarter.
Evercore Wealth Management sold 975 Sony shares in Q4 2013, an estimated $4K.
Evercore Wealth Management first reported a position in Sony in Q3 2013 and held it in 1 quarter.
Evercore Wealth Management's Sony position peaked at $4K in Q3 2013.
167 funds tracked by Wall St. Rank held Sony as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.