Veritable’s Sony SONY Stock Holding History

Veritable’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 Q4	–	Sell	-52,730	Closed	-$190K	–	982
2014 Q3	$190K	Buy	+52,730	New	+$190K	﹤0.01%	913
2013 Q3	–	Sell	-154,390	Closed	-$654K	–	971
2013 Q2	$654K	Buy	+154,390	New	+$580K	0.02%	501

Other funds holding SONY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Veritable's SONY Position: Q4 2014 in Review

Veritable sold out of Sony (SONY) in Q4 2014, closing a stake of 52,730 shares — an estimated $190K sold.

Veritable first reported a position in SONY in Q2 2013 and held it in 2 quarters. The position peaked at $654K in Q2 2013. 200 funds tracked by Wall St. Rank hold SONY as of Q4 2014.

Veritable reported no remaining Sony position as of Q4 2014 after selling out during the quarter.
Veritable sold 52,730 Sony shares in Q4 2014, an estimated $190K.
Veritable first reported a position in Sony in Q2 2013 and held it in 2 quarters.
Veritable's Sony position peaked at $654K in Q2 2013.
200 funds tracked by Wall St. Rank held Sony as of Q4 2014.

Based on Veritable's 13F filing for Q4 2014, filed 17 Feb 2015.