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TradeWorx’s Sony SONY Stock Holding History

TradeWorx’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
Q1 		– Sell
-69,105
Closed -$239K – 533
2013
Q4 		$239K Buy
+69,105
New +$255K 0.1% 336

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TradeWorx's SONY Position: Q1 2014 in Review

TradeWorx sold out of Sony (SONY) in Q1 2014, closing a stake of 69,105 shares — an estimated $239K sold.

TradeWorx first reported a position in SONY in Q4 2013 and held it in 1 quarter. The position peaked at $239K in Q4 2013. 176 funds tracked by Wall St. Rank hold SONY as of Q1 2014.

  • TradeWorx reported no remaining Sony position as of Q1 2014 after selling out during the quarter.
  • TradeWorx sold 69,105 Sony shares in Q1 2014, an estimated $239K.
  • TradeWorx first reported a position in Sony in Q4 2013 and held it in 1 quarter.
  • TradeWorx's Sony position peaked at $239K in Q4 2013.
  • 176 funds tracked by Wall St. Rank held Sony as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.