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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
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
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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