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SSWM
Sheets Smith Wealth Management’s
Packaging Corp of America
PKG
Stock Holding History
Sheets Smith Wealth Management’s Portfolio
PKG Stock Details
PKG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q3
–
Sell
-16,074
Closed
-$1.15M
–
272
2014
Q2
$1.15M
Buy
16,074
+1,168
+8%
+$80.2K
0.31%
92
2014
Q1
$1.05M
Buy
14,906
+659
+5%
+$45K
0.29%
95
2013
Q4
$902K
Buy
14,247
+1,023
+8%
+$62.1K
0.25%
105
2013
Q3
$755K
Buy
13,224
+670
+5%
+$36.3K
0.25%
112
2013
Q2
$615K
Buy
+12,554
New
+$597K
0.21%
136
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BIT
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$2.9T AUM
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1-Year Est. Return
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Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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