WIM
SONC

Westside Investment Management’s Sonic Corp SONC Stock Holding History

Westside Investment Management’s Portfolio SONC Stock Details SONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-675
Closed -$18.4K – 868
2017
Q4 		$18.4K Hold
675
– – 0.01% 425
2017
Q3 		$16.2K Hold
675
– – 0.01% 438
2017
Q2 		$17.6K Hold
675
– – 0.01% 404
2017
Q1 		$17.3K Hold
675
– – 0.01% 379
2016
Q4 		$18.3K Buy
+675
New +$17.6K 0.01% 296

Other funds holding SONC

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Westside Investment Management's SONC Position: Q1 2018 in Review

Westside Investment Management sold out of Sonic Corp (SONC) in Q1 2018, closing a stake of 675 shares — an estimated $18.4K sold.

Westside Investment Management first reported a position in SONC in Q4 2016 and held it in 5 quarters. The position peaked at $18.4K in Q4 2017. 173 funds tracked by Wall St. Rank hold SONC as of Q1 2018.

  • Westside Investment Management reported no remaining Sonic Corp position as of Q1 2018 after selling out during the quarter.
  • Westside Investment Management sold 675 Sonic Corp shares in Q1 2018, an estimated $18.4K.
  • Westside Investment Management first reported a position in Sonic Corp in Q4 2016 and held it in 5 quarters.
  • Westside Investment Management's Sonic Corp position peaked at $18.4K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Sonic Corp as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.