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Pathway Financial Advisors’s Sony SONY Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-3,160
Closed -$32K – 337
2018
Q2 		$32K Hold
3,160
– – 0.02% 306
2018
Q1 		$31K Hold
3,160
– – 0.02% 319
2017
Q4 		$28K Buy
+3,160
New +$27.1K 0.02% 330

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pathway Financial Advisors's SONY Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Sony (SONY) in Q3 2018, closing a stake of 3,160 shares — an estimated $32K sold.

Pathway Financial Advisors first reported a position in SONY in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 393 funds tracked by Wall St. Rank hold SONY as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Sony position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,160 Sony shares in Q3 2018, an estimated $32K.
  • Pathway Financial Advisors first reported a position in Sony in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Sony position peaked at $32K in Q2 2018.
  • 393 funds tracked by Wall St. Rank held Sony as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.