Legacy Advisors’s Sonoco SON Stock Holding History

Legacy Advisors’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	-66	Closed	-$4K	–	347
2018 Q3	$4K	Buy	+66	New	+$3.67K	﹤0.01%	424
2018 Q1	–	Sell	-9	Closed	–	–	454
2017 Q4	$0	Buy	+9	New	+$471	﹤0.01%	420

Other funds holding SON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Advisors's SON Position: Q4 2018 in Review

Legacy Advisors sold out of Sonoco (SON) in Q4 2018, closing a stake of 66 shares — an estimated $4K sold.

Legacy Advisors first reported a position in SON in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 415 funds tracked by Wall St. Rank hold SON as of Q4 2018.

Legacy Advisors reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 66 Sonoco shares in Q4 2018, an estimated $4K.
Legacy Advisors first reported a position in Sonoco in Q4 2017 and held it in 2 quarters.
Legacy Advisors's Sonoco position peaked at $4K in Q3 2018.
415 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.