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Kanaly Trust’s Sony SONY Stock Holding History

Kanaly Trust’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 		$11K Sell
1,890
-30
-2% -$182 ﹤0.01% 539
2016
Q3 		$13K Sell
1,920
-35
-2% -$224 ﹤0.01% 495
2016
Q2 		$11K Buy
1,955
+300
+18% +$1.61K ﹤0.01% 527
2016
Q1 		$9K Sell
1,655
-1,180
-42% -$5.41K ﹤0.01% 566
2015
Q4 		$14K Buy
2,835
+305
+12% +$1.62K ﹤0.01% 506
2015
Q3 		$12K Sell
2,530
-125
-5% -$666 ﹤0.01% 521
2015
Q2 		$15K Buy
2,655
+2,360
+800% +$14.5K ﹤0.01% 498
2015
Q1 		$2K Sell
295
-20
-6% -$101 ﹤0.01% 628
2014
Q4 		$1K Buy
+315
New +$1.24K ﹤0.01% 693

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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 $14.8B AUM 32.24% 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 $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Kanaly Trust's SONY Position: Q4 2016 in Review

Kanaly Trust reduced its Sony (SONY) stake by 1.6% in Q4 2016, selling an estimated $182 and leaving 1,890 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Kanaly Trust first reported a position in SONY in Q4 2014 and has held it in 9 quarters since. The position peaked at $15K in Q2 2015. 228 funds tracked by Wall St. Rank hold SONY as of Q4 2016.

  • Kanaly Trust held 1,890 shares of Sony worth $11K as of Q4 2016.
  • Kanaly Trust sold 30 Sony shares in Q4 2016, an estimated $182.
  • Sony made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #539 holding.
  • Kanaly Trust first reported a position in Sony in Q4 2014 and has held it in 9 quarters since.
  • Kanaly Trust's Sony position peaked at $15K in Q2 2015.
  • 228 funds tracked by Wall St. Rank held Sony as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.