Lowe Wealth Advisors’s Sony SONY Stock Holding History

Lowe Wealth Advisors’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
2019 Q1	–	Sell	-335	Closed	-$3K	–	291
2018 Q4	$3K	Hold	335	–	–	﹤0.01%	200
2018 Q3	$4K	Hold	335	–	–	﹤0.01%	214
2018 Q2	$3K	Hold	335	–	–	﹤0.01%	190
2018 Q1	$3K	Hold	335	–	–	﹤0.01%	199
2017 Q4	$3K	Hold	335	–	–	﹤0.01%	208
2017 Q3	$3K	Hold	335	–	–	﹤0.01%	201
2017 Q2	$3K	Buy	+335	New	+$2.38K	﹤0.01%	177

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

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

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

SCP

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Lowe Wealth Advisors's SONY Position: Q1 2019 in Review

Lowe Wealth Advisors sold out of Sony (SONY) in Q1 2019, closing a stake of 335 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in SONY in Q2 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 356 funds tracked by Wall St. Rank hold SONY as of Q1 2019.

Lowe Wealth Advisors reported no remaining Sony position as of Q1 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 335 Sony shares in Q1 2019, an estimated $3K.
Lowe Wealth Advisors first reported a position in Sony in Q2 2017 and held it in 7 quarters.
Lowe Wealth Advisors's Sony position peaked at $4K in Q3 2018.
356 funds tracked by Wall St. Rank held Sony as of Q1 2019.

Based on Lowe Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.