Kingfisher Capital’s Sonoco SON Stock Holding History

Kingfisher Capital’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 Q1	–	Sell	-750	Closed	-$31K	–	237
2015 Q4	$31K	Buy	+750	New	+$31.2K	0.02%	177
2014 Q3	–	Sell	-8,087	Closed	-$355K	–	154
2014 Q2	$355K	Hold	8,087	–	–	0.18%	130
2014 Q1	$332K	Hold	8,087	–	–	0.18%	131
2013 Q4	$337K	Hold	8,087	–	–	0.18%	119
2013 Q3	$315K	Hold	8,087	–	–	0.16%	123
2013 Q2	$280K	Buy	+8,087	New	+$282K	0.15%	123

Other funds holding SON

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return