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Kiley Juergens Wealth Management’s Sonoco SON Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-267
Closed -$14K – 544
2018
Q3 		$14K Hold
267
– – 0.01% 430
2018
Q2 		$14K Buy
+267
New +$13.7K 0.01% 398
2018
Q1 		– Sell
-267
Closed -$14K – 516
2017
Q4 		$14K Buy
+267
New +$14K 0.01% 419

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kiley Juergens Wealth Management's SON Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Sonoco (SON) in Q4 2018, closing a stake of 267 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in SON in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 416 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 267 Sonoco shares in Q4 2018, an estimated $14K.
  • Kiley Juergens Wealth Management first reported a position in Sonoco in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Sonoco position peaked at $14K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.