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WFG Advisors’s Sony SONY Stock Holding History

WFG 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
2017
Q2 		$3K Buy
+355
New +$2.52K ﹤0.01% 1380
2015
Q1 		– Sell
-9,750
Closed -$40K – 2058
2014
Q4 		$40K Buy
+9,750
New +$38.4K 0.01% 974

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WFG Advisors's SONY Position: Q2 2017 in Review

WFG Advisors opened a new position in Sony (SONY) in Q2 2017: 355 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: WFG Advisors previously reported a position in SONY as recently as Q4 2014.

WFG Advisors first reported a position in SONY in Q4 2014 and has held it in 2 quarters since. The position peaked at $40K in Q4 2014. 253 funds tracked by Wall St. Rank hold SONY as of Q2 2017.

  • WFG Advisors held 355 shares of Sony worth $3K as of Q2 2017.
  • Sony was a new WFG Advisors position in Q2 2017.
  • Sony made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1380 holding.
  • WFG Advisors first reported a position in Sony in Q4 2014 and has held it in 2 quarters since.
  • WFG Advisors's Sony position peaked at $40K in Q4 2014.
  • 253 funds tracked by Wall St. Rank held Sony as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.