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Rockefeller Financial Services’s Sony SONY Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$2.93M Buy
326,370
+176,285
+117% +$1.51M 0.05% 162
2017
Q3 		$1.12M Buy
150,085
+290
+0.2% +$2.27K 0.02% 199
2017
Q2 		$1.14M Buy
+149,795
New +$1.06M 0.02% 177
2016
Q2 		– Sell
-1,975
Closed -$10K – 571
2016
Q1 		$10K Buy
+1,975
New +$9.06K ﹤0.01% 526

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rockefeller Financial Services's SONY Position: Q4 2017 in Review

Rockefeller Financial Services increased its Sony (SONY) stake by 117% in Q4 2017, buying an estimated $1.51M and bringing the position to 326,370 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #162.

Rockefeller Financial Services first reported a position in SONY in Q1 2016 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold SONY as of Q4 2017.

  • Rockefeller Financial Services held 326,370 shares of Sony worth $2.93M as of Q4 2017.
  • Rockefeller Financial Services bought 176,285 Sony shares in Q4 2017, an estimated $1.51M.
  • Sony made up 0.05% of Rockefeller Financial Services's portfolio in Q4 2017, its #162 holding.
  • Rockefeller Financial Services first reported a position in Sony in Q1 2016 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held Sony as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.