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FDx Advisors’s Sonoco SON Stock Holding History

FDx 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
2018
Q2 		– Sell
-23,968
Closed -$1.16M – 1070
2018
Q1 		$1.16M Sell
23,968
-382
-2% -$19.4K 0.03% 456
2017
Q4 		$1.29M Buy
24,350
+2,655
+12% +$139K 0.04% 459
2017
Q3 		$1.09M Buy
21,695
+3,015
+16% +$149K 0.03% 493
2017
Q2 		$961K Buy
18,680
+4,094
+28% +$211K 0.03% 524
2017
Q1 		$772K Buy
14,586
+3,469
+31% +$187K 0.02% 613
2016
Q4 		$586K Buy
11,117
+609
+6% +$31.8K 0.02% 711
2016
Q3 		$555K Sell
10,508
-781
-7% -$40.3K 0.02% 593
2016
Q2 		$561K Buy
11,289
+3,829
+51% +$182K 0.03% 558
2016
Q1 		$362K Buy
7,460
+1,598
+27% +$68K 0.02% 675
2015
Q4 		$240K Buy
+5,862
New +$244K 0.01% 780
2015
Q3 		– Sell
-5,232
Closed -$224K – 863
2015
Q2 		$224K Buy
+5,232
New +$236K 0.01% 855

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return