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U.S. Global Investors (USGI)’s Sony SONY Stock Holding History

U.S. Global Investors (USGI)’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
2013
Q3 		– Sell
-50,000
Closed -$212K – 349
2013
Q2 		$212K Buy
+50,000
New +$188K 0.04% 213

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

U.S. Global Investors (USGI)'s SONY Position: Q3 2013 in Review

U.S. Global Investors (USGI) sold out of Sony (SONY) in Q3 2013, closing a stake of 50,000 shares — an estimated $212K sold.

U.S. Global Investors (USGI) first reported a position in SONY in Q2 2013 and held it in 1 quarter. The position peaked at $212K in Q2 2013. 155 funds tracked by Wall St. Rank hold SONY as of Q3 2013.

  • U.S. Global Investors (USGI) reported no remaining Sony position as of Q3 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 50,000 Sony shares in Q3 2013, an estimated $212K.
  • U.S. Global Investors (USGI) first reported a position in Sony in Q2 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Sony position peaked at $212K in Q2 2013.
  • 155 funds tracked by Wall St. Rank held Sony as of Q3 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2013, filed 14 Nov 2013.