RPg Family Wealth Advisory’s Sony SONY Stock Holding History

RPg Family Wealth Advisory’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 Q3	–	Sell	-2,345	Closed	-$24K	–	267
2018 Q2	$24K	Buy	+2,345	New	+$22.8K	0.02%	158

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RPg Family Wealth Advisory's SONY Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of Sony (SONY) in Q3 2018, closing a stake of 2,345 shares — an estimated $24K sold.

RPg Family Wealth Advisory first reported a position in SONY in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 393 funds tracked by Wall St. Rank hold SONY as of Q3 2018.

RPg Family Wealth Advisory reported no remaining Sony position as of Q3 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,345 Sony shares in Q3 2018, an estimated $24K.
RPg Family Wealth Advisory first reported a position in Sony in Q2 2018 and held it in 1 quarter.
RPg Family Wealth Advisory's Sony position peaked at $24K in Q2 2018.
393 funds tracked by Wall St. Rank held Sony as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.