FNT
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First National Trust’s Sony SONY Stock Holding History

First National Trust’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
2016
Q2 		– Sell
-42,770
Closed -$220K – 294
2016
Q1 		$220K Sell
42,770
-3,995
-9% -$18.3K 0.03% 275
2015
Q4 		$230K Sell
46,765
-51,795
-53% -$274K 0.04% 263
2015
Q3 		$483K Sell
98,560
-18,310
-16% -$97.6K 0.08% 197
2015
Q2 		$664K Sell
116,870
-46,735
-29% -$286K 0.11% 176
2015
Q1 		$876K Sell
163,605
-68,310
-29% -$345K 0.15% 148
2014
Q4 		$950K Buy
231,915
+35,410
+18% +$140K 0.17% 134
2014
Q3 		$709K Buy
196,505
+88,595
+82% +$319K 0.13% 146
2014
Q2 		$362K Buy
+107,910
New +$373K 0.07% 187

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return