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Mariner Wealth Advisors (Cincinnati)’s Sonoco SON Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$672K Hold
12,106
– – 0.04% 161
2018
Q2 		$636K Hold
12,106
– – 0.04% 159
2018
Q1 		$587K Hold
12,106
– – 0.04% 169
2017
Q4 		$643K Buy
+12,106
New +$634K 0.04% 153

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SON Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its Sonoco (SON) position steady in Q3 2018 at 12,106 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #161.

Mariner Wealth Advisors (Cincinnati) first reported a position in SON in Q4 2017 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold SON as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 12,106 shares of Sonoco worth $672K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) left its Sonoco share count unchanged in Q3 2018.
  • Sonoco made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #161 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Sonoco in Q4 2017 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Sonoco as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.