Archford Capital Strategies’s Sonoco SON Stock Holding History

Archford Capital Strategies’s Portfolio SON Stock Details SON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-63	Closed	-$4K	–	472
2019 Q2	$4K	Hold	63	–	–	﹤0.01%	489
2019 Q1	$4K	Hold	63	–	–	﹤0.01%	460
2018 Q4	$3K	Hold	63	–	–	﹤0.01%	448
2018 Q3	$3K	Hold	63	–	–	﹤0.01%	481
2018 Q2	$3K	Hold	63	–	–	﹤0.01%	555
2018 Q1	$3K	Buy	+63	New	+$3.2K	﹤0.01%	487
2017 Q2	–	Sell	-63	Closed	-$3K	–	558
2017 Q1	$3K	Hold	63	–	–	﹤0.01%	561
2016 Q4	$3K	Hold	63	–	–	﹤0.01%	478
2016 Q3	$3K	Sell	63 -63	-50%	-$3.25K	﹤0.01%	490
2016 Q2	$6K	Buy	+126	New	+$5.98K	﹤0.01%	466
2016 Q1	–	Sell	-126	Closed	-$6K	–	533
2015 Q4	$6K	Hold	126	–	–	﹤0.01%	541
2015 Q3	$4K	Buy	126 +63	+100%	+$2.56K	﹤0.01%	486
2015 Q2	$3K	Hold	63	–	–	﹤0.01%	449
2015 Q1	$2.86K	Hold	63	–	–	﹤0.01%	460
2014 Q4	$3K	Hold	63	–	–	﹤0.01%	467
2014 Q3	$2K	Hold	63	–	–	﹤0.01%	529
2014 Q2	$2.77K	Hold	63	–	–	﹤0.01%	610
2014 Q1	$2.58K	Buy	+63	New	+$2.62K	﹤0.01%	613

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Archford Capital Strategies's SON Position: Q3 2019 in Review

Archford Capital Strategies sold out of Sonoco (SON) in Q3 2019, closing a stake of 63 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in SON in Q1 2014 and held it in 18 quarters. The position peaked at $6K in Q2 2016. 412 funds tracked by Wall St. Rank hold SON as of Q3 2019.

Archford Capital Strategies reported no remaining Sonoco position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 63 Sonoco shares in Q3 2019, an estimated $4K.
Archford Capital Strategies first reported a position in Sonoco in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's Sonoco position peaked at $6K in Q2 2016.
412 funds tracked by Wall St. Rank held Sonoco as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.