Ground Swell Capital’s Sony SONY Stock Holding History

Ground Swell Capital’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
2014 Q3	–	Sell	-500	Closed	-$2K	–	2733
2014 Q2	$2K	Buy	+500	New	+$1.73K	﹤0.01%	1527

Other funds holding SONY

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

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

Ground Swell Capital's SONY Position: Q3 2014 in Review

Ground Swell Capital sold out of Sony (SONY) in Q3 2014, closing a stake of 500 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in SONY in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 194 funds tracked by Wall St. Rank hold SONY as of Q3 2014.

Ground Swell Capital reported no remaining Sony position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 500 Sony shares in Q3 2014, an estimated $2K.
Ground Swell Capital first reported a position in Sony in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Sony position peaked at $2K in Q2 2014.
194 funds tracked by Wall St. Rank held Sony as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.