SPC
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Sigma Planning Corp’s Sonoco SON Stock Holding History

Sigma Planning Corp’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
2020
Q1 		– Sell
-4,522
Closed -$279K – 1081
2019
Q4 		$279K Buy
4,522
+170
+4% +$10.1K 0.01% 831
2019
Q3 		$253K Sell
4,352
-22
-0.5% -$1.31K 0.01% 837
2019
Q2 		$286K Sell
4,374
-15
-0.3% -$947 0.01% 749
2019
Q1 		$270K Sell
4,389
-11
-0.3% -$633 0.02% 718
2018
Q4 		$234K Buy
4,400
+59
+1% +$3.24K 0.02% 693
2018
Q3 		$241K Buy
4,341
+98
+2% +$5.46K 0.01% 808
2018
Q2 		$223K Buy
+4,243
New +$218K 0.01% 780

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sigma Planning Corp's SON Position: Q1 2020 in Review

Sigma Planning Corp sold out of Sonoco (SON) in Q1 2020, closing a stake of 4,522 shares — an estimated $279K sold.

Sigma Planning Corp first reported a position in SON in Q2 2018 and held it in 7 quarters. The position peaked at $286K in Q2 2019. 384 funds tracked by Wall St. Rank hold SON as of Q1 2020.

  • Sigma Planning Corp reported no remaining Sonoco position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 4,522 Sonoco shares in Q1 2020, an estimated $279K.
  • Sigma Planning Corp first reported a position in Sonoco in Q2 2018 and held it in 7 quarters.
  • Sigma Planning Corp's Sonoco position peaked at $286K in Q2 2019.
  • 384 funds tracked by Wall St. Rank held Sonoco as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.