Glassman Wealth Services’s Sonic Corp SONC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-11
Closed 1086
2018
Q3
$0 Hold
11
﹤0.01% 1035
2018
Q2
$0 Hold
11
﹤0.01% 1035
2018
Q1
$0 Hold
11
﹤0.01% 1020
2017
Q4
$0 Buy
+11
New +$284 ﹤0.01% 864

Other funds holding SONC

Glassman Wealth Services's SONC Position: Q4 2018 in Review

Glassman Wealth Services sold out of Sonic Corp (SONC) in Q4 2018, closing a stake of 11 shares.

Glassman Wealth Services first reported a position in SONC in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 1 fund tracked by Wall St. Rank holds SONC as of Q4 2018.

  • Glassman Wealth Services reported no remaining Sonic Corp position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 11 Sonic Corp shares in Q4 2018.
  • Glassman Wealth Services first reported a position in Sonic Corp in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Sonic Corp position peaked at $0 in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Sonic Corp as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.