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Mountain Capital Investment Advisors’s Sony SONY Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-360
Closed -$3K – 365
2017
Q3 		$3K Hold
360
– – ﹤0.01% 394
2017
Q2 		$3K Buy
+360
New +$2.55K ﹤0.01% 429

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's SONY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Sony (SONY) in Q4 2017, closing a stake of 360 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in SONY in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 336 funds tracked by Wall St. Rank hold SONY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Sony position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 360 Sony shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Sony in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Sony position peaked at $3K in Q3 2017.
  • 336 funds tracked by Wall St. Rank held Sony as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.