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Measured Wealth Private Client Group’s Sonoco SON Stock Holding History

Measured Wealth Private Client Group’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
-910
Closed -$49K – 607
2018
Q3 		$49K Buy
+910
New +$50.7K 0.03% 359

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Measured Wealth Private Client Group's SON Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Sonoco (SON) in Q4 2018, closing a stake of 910 shares — an estimated $49K sold.

Measured Wealth Private Client Group first reported a position in SON in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 415 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 910 Sonoco shares in Q4 2018, an estimated $49K.
  • Measured Wealth Private Client Group first reported a position in Sonoco in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Sonoco position peaked at $49K in Q3 2018.
  • 415 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.