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	–	473
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	–	559
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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return