IHT Wealth Management’s Sonoco SON Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-2,003	Closed	-$95K	–	1205
2018 Q1	$95K	Buy	2,003 +13	+0.7%	+$661	0.03%	492
2017 Q4	$108K	Buy	1,990 +447	+29%	+$23.4K	0.03%	477
2017 Q3	$79K	Buy	1,543 +9	+0.6%	+$444	0.03%	400
2017 Q2	$8K	Buy	1,534 +241	+19%	+$12.4K	﹤0.01%	1022
2017 Q1	$67K	Buy	1,293 +8	+0.6%	+$430	0.04%	359
2016 Q4	$69K	Buy	+1,285	New	+$67.1K	0.05%	330

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

IHT Wealth Management's SON Position: Q2 2018 in Review

IHT Wealth Management sold out of Sonoco (SON) in Q2 2018, closing a stake of 2,003 shares — an estimated $95K sold.

IHT Wealth Management first reported a position in SON in Q4 2016 and held it in 6 quarters. The position peaked at $108K in Q4 2017. 385 funds tracked by Wall St. Rank hold SON as of Q2 2018.

IHT Wealth Management reported no remaining Sonoco position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 2,003 Sonoco shares in Q2 2018, an estimated $95K.
IHT Wealth Management first reported a position in Sonoco in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Sonoco position peaked at $108K in Q4 2017.
385 funds tracked by Wall St. Rank held Sonoco as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.