MGIA
SON icon

Moneta Group Investment Advisors’s Sonoco SON Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-219
Closed -$8K – 372
2015
Q3 		$8K Buy
+219
New +$8.9K ﹤0.01% 447

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moneta Group Investment Advisors's SON Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Sonoco (SON) in Q4 2015, closing a stake of 219 shares — an estimated $8K sold.

Moneta Group Investment Advisors first reported a position in SON in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 329 funds tracked by Wall St. Rank hold SON as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Sonoco position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 219 Sonoco shares in Q4 2015, an estimated $8K.
  • Moneta Group Investment Advisors first reported a position in Sonoco in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Sonoco position peaked at $8K in Q3 2015.
  • 329 funds tracked by Wall St. Rank held Sonoco as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.