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Reilly Financial Advisors’s Sonoco SON Stock Holding History

Reilly 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
Q1 		– Sell
-403
Closed -$21K – 1050
2017
Q4 		$21K Hold
403
– – ﹤0.01% 507
2017
Q3 		$20K Hold
403
– – ﹤0.01% 495
2017
Q2 		$21K Hold
403
– – ﹤0.01% 491
2017
Q1 		$21K Buy
+403
New +$21.7K ﹤0.01% 471

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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Reilly Financial Advisors's SON Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Sonoco (SON) in Q1 2018, closing a stake of 403 shares — an estimated $21K sold.

Reilly Financial Advisors first reported a position in SON in Q1 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 381 funds tracked by Wall St. Rank hold SON as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Sonoco position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 403 Sonoco shares in Q1 2018, an estimated $21K.
  • Reilly Financial Advisors first reported a position in Sonoco in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's Sonoco position peaked at $21K in Q4 2017.
  • 381 funds tracked by Wall St. Rank held Sonoco as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.