Winfield Associates’s Sony SONY Stock Holding History

Winfield Associates’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 Q1	–	Sell	-1,900	Closed	-$18K	–	570
2017 Q4	$18K	Buy	1,900 +75	+4%	+$644	0.01%	333
2017 Q3	$14K	Hold	1,825	–	–	0.01%	361
2017 Q2	$14K	Hold	1,825	–	–	0.01%	352
2017 Q1	$12K	Buy	1,825 +75	+4%	+$467	0.01%	367
2016 Q4	$10K	Hold	1,750	–	–	0.01%	360
2016 Q3	$12K	Hold	1,750	–	–	0.01%	323
2016 Q2	$10K	Hold	1,750	–	–	0.01%	332
2016 Q1	$9K	Buy	+1,750	New	+$8.03K	0.01%	329

Other funds holding SONY

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Winfield Associates's SONY Position: Q1 2018 in Review

Winfield Associates sold out of Sony (SONY) in Q1 2018, closing a stake of 1,900 shares — an estimated $18K sold.

Winfield Associates first reported a position in SONY in Q1 2016 and held it in 8 quarters. The position peaked at $18K in Q4 2017. 348 funds tracked by Wall St. Rank hold SONY as of Q1 2018.

Winfield Associates reported no remaining Sony position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 1,900 Sony shares in Q1 2018, an estimated $18K.
Winfield Associates first reported a position in Sony in Q1 2016 and held it in 8 quarters.
Winfield Associates's Sony position peaked at $18K in Q4 2017.
348 funds tracked by Wall St. Rank held Sony as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.