Integrated Wealth Management (Palm Desert)’s Sonoco SON Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-88	Closed	-$5K	–	888
2016 Q3	$5K	Hold	88	–	–	﹤0.01%	911
2016 Q2	$4K	Hold	88	–	–	﹤0.01%	971
2016 Q1	$4K	Hold	88	–	–	﹤0.01%	901
2015 Q4	$4K	Hold	88	–	–	﹤0.01%	981
2015 Q3	$3K	Hold	88	–	–	﹤0.01%	1047
2015 Q2	$4K	Hold	88	–	–	﹤0.01%	1015
2015 Q1	$4K	Buy	+88	New	+$3.98K	﹤0.01%	988

Other funds holding SON

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SON Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Sonoco (SON) in Q4 2016, closing a stake of 88 shares — an estimated $5K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SON in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 342 funds tracked by Wall St. Rank hold SON as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Sonoco position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 88 Sonoco shares in Q4 2016, an estimated $5K.
Integrated Wealth Management (Palm Desert) first reported a position in Sonoco in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Sonoco position peaked at $5K in Q3 2016.
342 funds tracked by Wall St. Rank held Sonoco as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.