IWP
PKG icon

Icon Wealth Partners’s Packaging Corp of America PKG Stock Holding History

Icon Wealth Partners’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-234
Closed -$23K – 604
2019
Q1 		$23K Buy
+234
New +$22.2K 0.01% 519
2018
Q3 		– Sell
-232
Closed -$26K – 605
2018
Q2 		$26K Buy
+232
New +$27.1K 0.01% 529
2018
Q1 		– Sell
-233
Closed -$28K – 603
2017
Q4 		$28K Buy
+233
New +$27K 0.01% 541

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Icon Wealth Partners's PKG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Packaging Corp of America (PKG) in Q2 2019, closing a stake of 234 shares — an estimated $23K sold.

Icon Wealth Partners first reported a position in PKG in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 573 funds tracked by Wall St. Rank hold PKG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Packaging Corp of America position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 234 Packaging Corp of America shares in Q2 2019, an estimated $23K.
  • Icon Wealth Partners first reported a position in Packaging Corp of America in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Packaging Corp of America position peaked at $28K in Q4 2017.
  • 573 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.