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Semmax Financial Advisors’s Sony SONY Stock Holding History

Semmax Financial 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
2020
Q1 		– Sell
-900
Closed -$12K – 310
2019
Q4 		$12K Sell
900
-235
-21% -$2.93K 0.01% 162
2019
Q3 		$13K Buy
1,135
+235
+26% +$2.65K 0.01% 159
2019
Q2 		$9K Sell
900
-16,040
-95% -$157K 0.01% 193
2019
Q1 		$143K Buy
16,940
+50
+0.3% +$468 0.1% 145
2018
Q4 		$163K Buy
+16,890
New +$179K 0.13% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Semmax Financial Advisors's SONY Position: Q1 2020 in Review

Semmax Financial Advisors sold out of Sony (SONY) in Q1 2020, closing a stake of 900 shares — an estimated $12K sold.

Semmax Financial Advisors first reported a position in SONY in Q4 2018 and held it in 5 quarters. The position peaked at $163K in Q4 2018. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

  • Semmax Financial Advisors reported no remaining Sony position as of Q1 2020 after selling out during the quarter.
  • Semmax Financial Advisors sold 900 Sony shares in Q1 2020, an estimated $12K.
  • Semmax Financial Advisors first reported a position in Sony in Q4 2018 and held it in 5 quarters.
  • Semmax Financial Advisors's Sony position peaked at $163K in Q4 2018.
  • 418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Semmax Financial Advisors's 13F filing for Q1 2020, filed 5 May 2020.