Calton & Associates’s Sonoco SON Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-939	Closed	-$50K	–	1137
2017 Q4	$50K	Buy	+939	New	+$49.2K	0.01%	688

Other funds holding SON

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Calton & Associates's SON Position: Q1 2018 in Review

Calton & Associates sold out of Sonoco (SON) in Q1 2018, closing a stake of 939 shares — an estimated $50K sold.

Calton & Associates first reported a position in SON in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 380 funds tracked by Wall St. Rank hold SON as of Q1 2018.

Calton & Associates reported no remaining Sonoco position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 939 Sonoco shares in Q1 2018, an estimated $50K.
Calton & Associates first reported a position in Sonoco in Q4 2017 and held it in 1 quarter.
Calton & Associates's Sonoco position peaked at $50K in Q4 2017.
380 funds tracked by Wall St. Rank held Sonoco as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.