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Wright Investors Service’s Sony SONY Stock Holding History

Wright Investors Service’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
2016
Q1 		– Sell
-170,845
Closed -$841K – 245
2015
Q4 		$841K Buy
170,845
+3,625
+2% +$19.2K 0.31% 115
2015
Q3 		$819K Sell
167,220
-2,900
-2% -$15.5K 0.37% 95
2015
Q2 		$966K Sell
170,120
-12,600
-7% -$77.2K 0.46% 68
2015
Q1 		$979K Buy
182,720
+67,420
+58% +$341K 0.47% 70
2014
Q4 		$472K Buy
+115,300
New +$455K 0.23% 136

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wright Investors Service's SONY Position: Q1 2016 in Review

Wright Investors Service sold out of Sony (SONY) in Q1 2016, closing a stake of 170,845 shares — an estimated $841K sold.

Wright Investors Service first reported a position in SONY in Q4 2014 and held it in 5 quarters. The position peaked at $979K in Q1 2015. 211 funds tracked by Wall St. Rank hold SONY as of Q1 2016.

  • Wright Investors Service reported no remaining Sony position as of Q1 2016 after selling out during the quarter.
  • Wright Investors Service sold 170,845 Sony shares in Q1 2016, an estimated $841K.
  • Wright Investors Service first reported a position in Sony in Q4 2014 and held it in 5 quarters.
  • Wright Investors Service's Sony position peaked at $979K in Q1 2015.
  • 211 funds tracked by Wall St. Rank held Sony as of Q1 2016.

Based on Wright Investors Service's 13F filing for Q1 2016, filed 25 Apr 2016.