TWM
SONY icon

Torch Wealth Management’s Sony SONY Stock Holding History

Torch Wealth Management’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
2014
Q3 		– Sell
-15,000
Closed -$50K – 212
2014
Q2 		$50K Sell
15,000
-191,750
-93% -$663K 0.03% 162
2014
Q1 		$791K Buy
206,750
+14,000
+7% +$48.3K 0.57% 51
2013
Q4 		$667K Buy
+192,750
New +$712K 0.51% 53

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Torch Wealth Management's SONY Position: Q3 2014 in Review

Torch Wealth Management sold out of Sony (SONY) in Q3 2014, closing a stake of 15,000 shares — an estimated $50K sold.

Torch Wealth Management first reported a position in SONY in Q4 2013 and held it in 3 quarters. The position peaked at $791K in Q1 2014. 195 funds tracked by Wall St. Rank hold SONY as of Q3 2014.

  • Torch Wealth Management reported no remaining Sony position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 15,000 Sony shares in Q3 2014, an estimated $50K.
  • Torch Wealth Management first reported a position in Sony in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Sony position peaked at $791K in Q1 2014.
  • 195 funds tracked by Wall St. Rank held Sony as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.