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Squar Milner Financial Services’s Sonoco SON Stock Holding History

Squar Milner 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
2019
Q2 		– Sell
-62
Closed -$3K – 873
2019
Q1 		$3K Hold
62
– – ﹤0.01% 743
2018
Q4 		$3K Hold
62
– – ﹤0.01% 661
2018
Q3 		$3K Hold
62
– – ﹤0.01% 695
2018
Q2 		$3K Buy
+62
New +$3.19K ﹤0.01% 792

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Squar Milner Financial Services's SON Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Sonoco (SON) in Q2 2019, closing a stake of 62 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in SON in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 436 funds tracked by Wall St. Rank hold SON as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Sonoco position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 62 Sonoco shares in Q2 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Sonoco in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Sonoco position peaked at $3K in Q1 2019.
  • 436 funds tracked by Wall St. Rank held Sonoco as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.