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Fusion Family Wealth’s Sony SONY Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-5
Closed -$1K – 232
2018
Q4 		$1K Hold
5
– – ﹤0.01% 244
2018
Q3 		$1K Hold
5
– – ﹤0.01% 260
2018
Q2 		$1K Hold
5
– – ﹤0.01% 283
2018
Q1 		$1K Hold
5
– – ﹤0.01% 264
2017
Q4 		$1K Buy
+5
New +$43 ﹤0.01% 275
2017
Q3 		– Sell
-5
Closed -$1K – 287
2017
Q2 		$1K Hold
5
– – ﹤0.01% 272
2017
Q1 		$1K Hold
5
– – ﹤0.01% 296
2016
Q4 		$1K Buy
+5
New +$30 ﹤0.01% 368

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Fusion Family Wealth's SONY Position: Q1 2019 in Review

Fusion Family Wealth sold out of Sony (SONY) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in SONY in Q4 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2018. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

  • Fusion Family Wealth reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 5 Sony shares in Q1 2019, an estimated $1K.
  • Fusion Family Wealth first reported a position in Sony in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Sony position peaked at $1K in Q4 2018.
  • 356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.