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Willingdon Wealth Management’s Sony SONY Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		$2K Hold
135
– – ﹤0.01% 260
2019
Q4 		$2K Hold
135
– – ﹤0.01% 334
2019
Q3 		$2K Hold
135
– – ﹤0.01% 367
2019
Q2 		$1K Hold
135
– – ﹤0.01% 298
2019
Q1 		$1K Hold
135
– – ﹤0.01% 347
2018
Q4 		$1K Hold
135
– – ﹤0.01% 326
2018
Q3 		$2K Hold
135
– – ﹤0.01% 373
2018
Q2 		$1K Hold
135
– – ﹤0.01% 315
2018
Q1 		$1K Hold
135
– – ﹤0.01% 329
2017
Q4 		$1K Hold
135
– – ﹤0.01% 344
2017
Q3 		$1K Buy
+135
New +$1.06K ﹤0.01% 292

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Willingdon Wealth Management's SONY Position: Q1 2020 in Review

Willingdon Wealth Management held its Sony (SONY) position steady in Q1 2020 at 135 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Willingdon Wealth Management first reported a position in SONY in Q3 2017 and has held it in 11 quarters since. 418 funds tracked by Wall St. Rank hold SONY as of Q1 2020.

  • Willingdon Wealth Management held 135 shares of Sony worth $2K as of Q1 2020.
  • Willingdon Wealth Management left its Sony share count unchanged in Q1 2020.
  • Sony made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #260 holding.
  • Willingdon Wealth Management first reported a position in Sony in Q3 2017 and has held it in 11 quarters since.
  • 418 funds tracked by Wall St. Rank held Sony as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.