Gupta Wealth Management’s Sony SONY Stock Holding History

Gupta Wealth Management’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 Q1	$15K	Hold	3,010	–	–	﹤0.01%	757
2015 Q4	$15K	Hold	3,010	–	–	﹤0.01%	774
2015 Q3	$15K	Buy	+3,010	New	+$16K	﹤0.01%	792

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gupta Wealth Management's SONY Position: Q1 2016 in Review

Gupta Wealth Management held its Sony (SONY) position steady in Q1 2016 at 3,010 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Gupta Wealth Management first reported a position in SONY in Q3 2015 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SONY as of Q1 2016.

Gupta Wealth Management held 3,010 shares of Sony worth $15K as of Q1 2016.
Gupta Wealth Management left its Sony share count unchanged in Q1 2016.
Sony made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #757 holding.
Gupta Wealth Management first reported a position in Sony in Q3 2015 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held Sony as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.