Rockefeller Financial Services’s Sonoco SON Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$16K	Hold	307	–	–	﹤0.01%	484
2017 Q3	$15K	Buy	+307	New	+$15.1K	﹤0.01%	493

Other funds holding SON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Rockefeller Financial Services's SON Position: Q4 2017 in Review

Rockefeller Financial Services held its Sonoco (SON) position steady in Q4 2017 at 307 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Rockefeller Financial Services first reported a position in SON in Q3 2017 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold SON as of Q4 2017.

Rockefeller Financial Services held 307 shares of Sonoco worth $16K as of Q4 2017.
Rockefeller Financial Services left its Sonoco share count unchanged in Q4 2017.
Sonoco made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #484 holding.
Rockefeller Financial Services first reported a position in Sonoco in Q3 2017 and has held it in 2 quarters since.
401 funds tracked by Wall St. Rank held Sonoco as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.