Formidable Asset Management’s Sonoco SON Stock Holding History

Formidable Asset Management’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 Q2	–	Sell	-311	Closed	-$14K	–	375
2016 Q1	$14K	Hold	311	–	–	0.01%	310
2015 Q4	$12K	Hold	311	–	–	0.01%	361
2015 Q3	$11K	Hold	311	–	–	0.01%	396
2015 Q2	$13K	Hold	311	–	–	0.01%	328
2015 Q1	$14K	Hold	311	–	–	0.01%	316
2014 Q4	$14K	Hold	311	–	–	0.01%	295
2014 Q3	$13K	Hold	311	–	–	0.01%	297
2014 Q2	$14K	Hold	311	–	–	0.01%	311
2014 Q1	$13K	Hold	311	–	–	0.01%	289
2013 Q4	$13K	Hold	311	–	–	0.01%	307
2013 Q3	$12K	Buy	+311	New	+$11.8K	0.01%	276

Other funds holding SON

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Formidable Asset Management's SON Position: Q2 2016 in Review

Formidable Asset Management sold out of Sonoco (SON) in Q2 2016, closing a stake of 311 shares — an estimated $14K sold.

Formidable Asset Management first reported a position in SON in Q3 2013 and held it in 11 quarters. The position peaked at $14K in Q1 2016. 337 funds tracked by Wall St. Rank hold SON as of Q2 2016.

Formidable Asset Management reported no remaining Sonoco position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 311 Sonoco shares in Q2 2016, an estimated $14K.
Formidable Asset Management first reported a position in Sonoco in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Sonoco position peaked at $14K in Q1 2016.
337 funds tracked by Wall St. Rank held Sonoco as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.