VWA
SONY icon

V Wealth Advisors’s Sony SONY Stock Holding History

V Wealth 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
2018
Q3 		– Sell
-21,240
Closed -$218K – 243
2018
Q2 		$218K Sell
21,240
-440
-2% -$4.28K 0.12% 186
2018
Q1 		$213K Buy
+21,680
New +$214K 0.11% 188
2017
Q3 		– Sell
-5
Closed – – 627
2017
Q2 		$0 Buy
+5
New +$35 ﹤0.01% 824

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

V Wealth Advisors's SONY Position: Q3 2018 in Review

V Wealth Advisors sold out of Sony (SONY) in Q3 2018, closing a stake of 21,240 shares — an estimated $218K sold.

V Wealth Advisors first reported a position in SONY in Q2 2017 and held it in 3 quarters. The position peaked at $218K in Q2 2018. 393 funds tracked by Wall St. Rank hold SONY as of Q3 2018.

  • V Wealth Advisors reported no remaining Sony position as of Q3 2018 after selling out during the quarter.
  • V Wealth Advisors sold 21,240 Sony shares in Q3 2018, an estimated $218K.
  • V Wealth Advisors first reported a position in Sony in Q2 2017 and held it in 3 quarters.
  • V Wealth Advisors's Sony position peaked at $218K in Q2 2018.
  • 393 funds tracked by Wall St. Rank held Sony as of Q3 2018.

Based on V Wealth Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.