FineMark National Bank & Trust’s Sonoco SON Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-620	Closed	-$33K	–	909
2016 Q4	$33K	Buy	620 +364	+142%	+$19K	﹤0.01%	718
2016 Q3	$14K	Hold	256	–	–	﹤0.01%	878
2016 Q2	$13K	Hold	256	–	–	﹤0.01%	905
2016 Q1	$12K	Hold	256	–	–	﹤0.01%	874
2015 Q4	$10K	Sell	256 -73	-22%	-$3.04K	﹤0.01%	948
2015 Q3	$12K	Hold	329	–	–	﹤0.01%	945
2015 Q2	$14K	Buy	329 +73	+29%	+$3.29K	﹤0.01%	951
2015 Q1	$12K	Sell	256 -146	-36%	-$6.61K	﹤0.01%	969
2014 Q4	$18K	Hold	402	–	–	﹤0.01%	931
2014 Q3	$16K	Hold	402	–	–	﹤0.01%	932
2014 Q2	$18K	Hold	402	–	–	﹤0.01%	922
2014 Q1	$16K	Hold	402	–	–	﹤0.01%	945
2013 Q4	$17K	Buy	402 +25	+7%	+$1.01K	﹤0.01%	891
2013 Q3	$15K	Hold	377	–	–	﹤0.01%	890
2013 Q2	$13K	Buy	+377	New	+$13.1K	﹤0.01%	901

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

FineMark National Bank & Trust's SON Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Sonoco (SON) in Q1 2017, closing a stake of 620 shares — an estimated $33K sold.

FineMark National Bank & Trust first reported a position in SON in Q2 2013 and held it in 15 quarters. The position peaked at $33K in Q4 2016. 344 funds tracked by Wall St. Rank hold SON as of Q1 2017.

FineMark National Bank & Trust reported no remaining Sonoco position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 620 Sonoco shares in Q1 2017, an estimated $33K.
FineMark National Bank & Trust first reported a position in Sonoco in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Sonoco position peaked at $33K in Q4 2016.
344 funds tracked by Wall St. Rank held Sonoco as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.