O'Brien Wealth Partners’s Sony SONY Stock Holding History

O'Brien Wealth Partners’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	-500	Closed	-$6K	–	175
2018 Q3	$6K	Buy	+500	New	+$5.5K	﹤0.01%	152

Other funds holding SONY

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Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Brien Wealth Partners's SONY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Sony (SONY) in Q4 2018, closing a stake of 500 shares — an estimated $6K sold.

O'Brien Wealth Partners first reported a position in SONY in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

O'Brien Wealth Partners reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 500 Sony shares in Q4 2018, an estimated $6K.
O'Brien Wealth Partners first reported a position in Sony in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Sony position peaked at $6K in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.