Financial Architects (New Jersey)’s Sonoco SON Stock Holding History

Financial Architects (New Jersey)’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
2016 Q4	–	Sell	-45	Closed	-$2K	–	1487
2016 Q3	$2K	Hold	45	–	–	﹤0.01%	1347
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	1332
2016 Q1	$2K	Buy	+45	New	+$1.91K	﹤0.01%	1071
2015 Q3	–	Sell	-400	Closed	-$17K	–	800
2015 Q2	$17K	Hold	400	–	–	0.01%	678
2015 Q1	$18K	Hold	400	–	–	0.01%	601
2014 Q4	$17K	Buy	+400	New	+$16.5K	0.01%	566
2013 Q4	–	Sell	-64	Closed	-$2K	–	502
2013 Q3	$2K	Buy	+64	New	+$2.43K	﹤0.01%	698

Other funds holding SON

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Financial Architects (New Jersey)'s SON Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Sonoco (SON) in Q4 2016, closing a stake of 45 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SON in Q3 2013 and held it in 7 quarters. The position peaked at $18K in Q1 2015. 342 funds tracked by Wall St. Rank hold SON as of Q4 2016.

Financial Architects (New Jersey) reported no remaining Sonoco position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 45 Sonoco shares in Q4 2016, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Sonoco in Q3 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s Sonoco position peaked at $18K in Q1 2015.
342 funds tracked by Wall St. Rank held Sonoco as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.