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Pleiad Investment Advisors’s Sony SONY Stock Holding History

Pleiad 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
2016
Q3 		$4.34M Sell
652,820
-892,375
-58% -$5.72M 100% 1
2016
Q2 		$9.07M Sell
1,545,195
-999,805
-39% -$5.36M 100% 1
2016
Q1 		$13.1M Hold
2,545,000
– – 18.76% 2
2015
Q4 		$12.5M Buy
+2,545,000
New +$13.5M 26.93% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Pleiad Investment Advisors's SONY Position: Q3 2016 in Review

Pleiad Investment Advisors reduced its Sony (SONY) stake by 58% in Q3 2016, selling an estimated $5.72M and leaving 652,820 shares worth $4.34M. The position accounts for 100% of the portfolio, ranked #1.

Pleiad Investment Advisors first reported a position in SONY in Q4 2015 and has held it in 4 quarters since. The position peaked at $13.1M in Q1 2016. 232 funds tracked by Wall St. Rank hold SONY as of Q3 2016.

  • Pleiad Investment Advisors held 652,820 shares of Sony worth $4.34M as of Q3 2016.
  • Pleiad Investment Advisors sold 892,375 Sony shares in Q3 2016, an estimated $5.72M.
  • Sony made up 100% of Pleiad Investment Advisors's portfolio in Q3 2016, its #1 holding.
  • Pleiad Investment Advisors first reported a position in Sony in Q4 2015 and has held it in 4 quarters since.
  • Pleiad Investment Advisors's Sony position peaked at $13.1M in Q1 2016.
  • 232 funds tracked by Wall St. Rank held Sony as of Q3 2016.

Based on Pleiad Investment Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.