Regal Investment Advisors’s Sony SONY Stock Holding History

Regal 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
2018 Q4	–	Sell	-20,925	Closed	-$254K	–	362
2018 Q3	$254K	Buy	+20,925	New	+$230K	0.05%	266
2015 Q4	–	Sell	-25	Closed	–	–	785
2015 Q3	$0	Sell	25 -475	-95%	-$2.53K	﹤0.01%	1101
2015 Q2	$2K	Buy	500 +475	+1,900%	+$2.91K	﹤0.01%	852
2015 Q1	$0	Hold	25	–	–	﹤0.01%	1033
2014 Q4	$0	Sell	25 -25	-50%	-$99	﹤0.01%	991
2014 Q3	$0	Hold	50	–	–	﹤0.01%	973
2014 Q2	$0	Hold	50	–	–	﹤0.01%	947
2014 Q1	$0	Sell	50 -4,500	-99%	-$15.5K	﹤0.01%	936
2013 Q4	$16K	Buy	4,550 +4,495	+8,173%	+$16.6K	0.01%	511
2013 Q3	$0	Hold	55	–	–	﹤0.01%	930
2013 Q2	$0	Buy	+55	New	+$207	﹤0.01%	901

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Regal Investment Advisors's SONY Position: Q4 2018 in Review

Regal Investment Advisors sold out of Sony (SONY) in Q4 2018, closing a stake of 20,925 shares — an estimated $254K sold.

Regal Investment Advisors first reported a position in SONY in Q2 2013 and held it in 11 quarters. The position peaked at $254K in Q3 2018. 381 funds tracked by Wall St. Rank hold SONY as of Q4 2018.

Regal Investment Advisors reported no remaining Sony position as of Q4 2018 after selling out during the quarter.
Regal Investment Advisors sold 20,925 Sony shares in Q4 2018, an estimated $254K.
Regal Investment Advisors first reported a position in Sony in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's Sony position peaked at $254K in Q3 2018.
381 funds tracked by Wall St. Rank held Sony as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.