IFC Holdings’s Sony SONY Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-54,340	Closed	-$490K	–	360
2017 Q4	$490K	Sell	54,340 -2,420	-4%	-$20.8K	0.03%	310
2017 Q3	$425K	Buy	56,760 +710	+1%	+$5.56K	0.03%	332
2017 Q2	$429K	Buy	+56,050	New	+$398K	0.03%	324

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

IFC Holdings's SONY Position: Q1 2018 in Review

IFC Holdings sold out of Sony (SONY) in Q1 2018, closing a stake of 54,340 shares — an estimated $490K sold.

IFC Holdings first reported a position in SONY in Q2 2017 and held it in 3 quarters. The position peaked at $490K in Q4 2017. 348 funds tracked by Wall St. Rank hold SONY as of Q1 2018.

IFC Holdings reported no remaining Sony position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 54,340 Sony shares in Q1 2018, an estimated $490K.
IFC Holdings first reported a position in Sony in Q2 2017 and held it in 3 quarters.
IFC Holdings's Sony position peaked at $490K in Q4 2017.
348 funds tracked by Wall St. Rank held Sony as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.