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 $5.7T 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 $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

American Century Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group

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