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Integrated Wealth Management (Palm Desert)’s Sony SONY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-15
Closed – – 889
2016
Q3 		$0 Hold
15
– – ﹤0.01% 1311
2016
Q2 		$0 Hold
15
– – ﹤0.01% 1368
2016
Q1 		$0 Hold
15
– – ﹤0.01% 1315
2015
Q4 		$0 Hold
15
– – ﹤0.01% 1376
2015
Q3 		$0 Hold
15
– – ﹤0.01% 1374
2015
Q2 		$0 Hold
15
– – ﹤0.01% 1457
2015
Q1 		$0 Buy
+15
New +$76 ﹤0.01% 1353

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SONY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Sony (SONY) in Q4 2016, closing a stake of 15 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SONY in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 229 funds tracked by Wall St. Rank hold SONY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Sony position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 15 Sony shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Sony in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Sony position peaked at $0 in Q3 2016.
  • 229 funds tracked by Wall St. Rank held Sony as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.