LFAS
PKG icon

Level Four Advisory Services’s Packaging Corp of America PKG Stock Holding History

Level Four Advisory Services’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,521
Closed -$5.87M – 554
2019
Q4 		$5.87M Buy
9,521
+1,906
+25% +$210K 0.23% 131
2019
Q3 		$807K Buy
7,615
+408
+6% +$41.3K 0.08% 240
2019
Q2 		$688K Buy
7,207
+208
+3% +$20.1K 0.07% 264
2019
Q1 		$695K Sell
6,999
-73
-1% -$6.94K 0.08% 252
2018
Q4 		$590K Buy
7,072
+68
+1% +$6.33K 0.07% 261
2018
Q3 		$768K Sell
7,004
-358
-5% -$40.4K 0.08% 250
2018
Q2 		$823K Buy
7,362
+697
+10% +$81.4K 0.06% 273
2018
Q1 		$751K Buy
+6,665
New +$804K 0.06% 287

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Bank of America
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Capital World Investors
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State Street
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JP Morgan Chase
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Victory Capital Management
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return