Klingman & Associates’s Sonoco SON Stock Holding History

Klingman & Associates’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
2015 Q3	–	Sell	-211	Closed	-$9K	–	443
2015 Q2	$9K	Buy	+211	New	+$9.5K	﹤0.01%	316

Other funds holding SON

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

BFA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Klingman & Associates's SON Position: Q3 2015 in Review

Klingman & Associates sold out of Sonoco (SON) in Q3 2015, closing a stake of 211 shares — an estimated $9K sold.

Klingman & Associates first reported a position in SON in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 329 funds tracked by Wall St. Rank hold SON as of Q3 2015.

Klingman & Associates reported no remaining Sonoco position as of Q3 2015 after selling out during the quarter.
Klingman & Associates sold 211 Sonoco shares in Q3 2015, an estimated $9K.
Klingman & Associates first reported a position in Sonoco in Q2 2015 and held it in 1 quarter.
Klingman & Associates's Sonoco position peaked at $9K in Q2 2015.
329 funds tracked by Wall St. Rank held Sonoco as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.