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B. Riley Wealth Advisors’s Sonoco SON Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-165
Closed -$7K – 1773
2014
Q4 		$7K Buy
+165
New +$6.82K ﹤0.01% 3035
2014
Q3 		– Sell
-243
Closed -$10.7K – 1707
2014
Q2 		$10.7K Buy
+243
New +$10.3K ﹤0.01% 1755

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's SON Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Sonoco (SON) in Q1 2015, closing a stake of 165 shares — an estimated $7K sold.

B. Riley Wealth Advisors first reported a position in SON in Q2 2014 and held it in 2 quarters. The position peaked at $10.7K in Q2 2014. 338 funds tracked by Wall St. Rank hold SON as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sonoco position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 165 Sonoco shares in Q1 2015, an estimated $7K.
  • B. Riley Wealth Advisors first reported a position in Sonoco in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Sonoco position peaked at $10.7K in Q2 2014.
  • 338 funds tracked by Wall St. Rank held Sonoco as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.