Douglas C. Lane & Associates’s Sonoco SON Stock Holding History

Douglas C. Lane & 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
2015 Q3	–	Sell	-7,419	Closed	-$318K	–	245
2015 Q2	$318K	Hold	7,419	–	–	0.01%	196
2015 Q1	$337K	Hold	7,419	–	–	0.01%	193
2014 Q4	$324K	Sell	7,419 -1,247	-14%	-$51.6K	0.01%	194
2014 Q3	$340K	Sell	8,666 -1,424	-14%	-$58.1K	0.01%	184
2014 Q2	$443K	Sell	10,090 -8,091	-45%	-$342K	0.01%	165
2014 Q1	$746K	Sell	18,181 -13,994	-43%	-$581K	0.02%	147
2013 Q4	$1.34M	Sell	32,175 -46,863	-59%	-$1.89M	0.04%	132
2013 Q3	$3.08M	Sell	79,038 -13,790	-15%	-$524K	0.11%	117
2013 Q2	$3.21M	Buy	+92,828	New	+$3.24M	0.13%	113

Other funds holding SON

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Douglas C. Lane & Associates's SON Position: Q3 2015 in Review

Douglas C. Lane & Associates sold out of Sonoco (SON) in Q3 2015, closing a stake of 7,419 shares — an estimated $318K sold.

Douglas C. Lane & Associates first reported a position in SON in Q2 2013 and held it in 9 quarters. The position peaked at $3.21M in Q2 2013. 329 funds tracked by Wall St. Rank hold SON as of Q3 2015.

Douglas C. Lane & Associates reported no remaining Sonoco position as of Q3 2015 after selling out during the quarter.
Douglas C. Lane & Associates sold 7,419 Sonoco shares in Q3 2015, an estimated $318K.
Douglas C. Lane & Associates first reported a position in Sonoco in Q2 2013 and held it in 9 quarters.
Douglas C. Lane & Associates's Sonoco position peaked at $3.21M in Q2 2013.
329 funds tracked by Wall St. Rank held Sonoco as of Q3 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q3 2015, filed 7 Oct 2015.