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Placemark Investments’s Sony SONY Stock Holding History

Placemark Investments’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
2014
Q4 		$1.96M Sell
477,725
-216,065
-31% -$852K 0.03% 571
2014
Q3 		$2.5M Buy
693,790
+52,370
+8% +$189K 0.05% 479
2014
Q2 		$2.15M Buy
641,420
+71,860
+13% +$248K 0.04% 543
2014
Q1 		$2.18M Buy
+569,560
New +$1.97M 0.04% 496

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Placemark Investments's SONY Position: Q4 2014 in Review

Placemark Investments reduced its Sony (SONY) stake by 31% in Q4 2014, selling an estimated $852K and leaving 477,725 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #571.

Placemark Investments first reported a position in SONY in Q1 2014 and has held it in 4 quarters since. The position peaked at $2.5M in Q3 2014. 201 funds tracked by Wall St. Rank hold SONY as of Q4 2014.

  • Placemark Investments held 477,725 shares of Sony worth $1.96M as of Q4 2014.
  • Placemark Investments sold 216,065 Sony shares in Q4 2014, an estimated $852K.
  • Sony made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #571 holding.
  • Placemark Investments first reported a position in Sony in Q1 2014 and has held it in 4 quarters since.
  • Placemark Investments's Sony position peaked at $2.5M in Q3 2014.
  • 201 funds tracked by Wall St. Rank held Sony as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.