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Pathway Financial Advisors’s Sonoco SON Stock Holding History

Pathway Financial 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
Q3 		– Sell
-915
Closed -$48K – 336
2018
Q2 		$48K Hold
915
– – 0.03% 260
2018
Q1 		$44K Hold
915
– – 0.03% 273
2017
Q4 		$49K Buy
+915
New +$47.9K 0.03% 282

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pathway Financial Advisors's SON Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Sonoco (SON) in Q3 2018, closing a stake of 915 shares — an estimated $48K sold.

Pathway Financial Advisors first reported a position in SON in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q4 2017. 409 funds tracked by Wall St. Rank hold SON as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Sonoco position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 915 Sonoco shares in Q3 2018, an estimated $48K.
  • Pathway Financial Advisors first reported a position in Sonoco in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Sonoco position peaked at $49K in Q4 2017.
  • 409 funds tracked by Wall St. Rank held Sonoco as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.