Kiley Juergens Wealth Management’s Sony SONY Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-555	Closed	-$6K	–	545
2018 Q3	$6K	Buy	555 +140	+34%	+$1.54K	﹤0.01%	518
2018 Q2	$4K	Buy	+415	New	+$4.04K	﹤0.01%	503
2018 Q1	–	Sell	-215	Closed	-$1K	–	517
2017 Q4	$1K	Buy	+215	New	+$1.85K	﹤0.01%	653

Other funds holding SONY

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's SONY Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Sony (SONY) in Q4 2018, closing a stake of 555 shares — an estimated $6K sold.

Kiley Juergens Wealth Management first reported a position in SONY in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 555 Sony shares in Q4 2018, an estimated $6K.
Kiley Juergens Wealth Management first reported a position in Sony in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Sony position peaked at $6K in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.