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First Allied Advisory Services’s Sony SONY Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$209K Buy
+13,620
New +$212K 0.01% 1054
2019
Q1 		– Sell
-28,425
Closed -$274K – 1185
2018
Q4 		$274K Buy
28,425
+3,540
+14% +$37.5K 0.01% 818
2018
Q3 		$297K Buy
24,885
+2,630
+12% +$29K 0.01% 911
2018
Q2 		$224K Sell
22,255
-7,420
-25% -$72.2K 0.01% 1014
2018
Q1 		$283K Sell
29,675
-14,225
-32% -$140K 0.01% 893
2017
Q4 		$395K Sell
43,900
-16,705
-28% -$143K 0.02% 749
2017
Q3 		$452K Buy
60,605
+12,945
+27% +$101K 0.02% 653
2017
Q2 		$364K Buy
47,660
+7,280
+18% +$51.7K 0.02% 735
2017
Q1 		$272K Sell
40,380
-4,720
-10% -$29.4K 0.01% 833
2016
Q4 		$253K Sell
45,100
-6,245
-12% -$37.9K 0.01% 867
2016
Q3 		$341K Sell
51,345
-560
-1% -$3.59K 0.02% 694
2016
Q2 		$307K Sell
51,905
-5,225
-9% -$28K 0.02% 732
2016
Q1 		$292K Buy
57,130
+9,030
+19% +$41.4K 0.02% 752
2015
Q4 		$237K Buy
48,100
+3,350
+7% +$17.8K 0.01% 876
2015
Q3 		$221K Sell
44,750
-2,595
-5% -$13.8K 0.01% 869
2015
Q2 		$268K Buy
+47,345
New +$290K 0.01% 875

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return