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Staton Financial Advisors’s Sonoco SON Stock Holding History

Staton 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
2017
Q2 		$1.63M Sell
31,749
-347
-1% -$17.9K 1.39% 31
2017
Q1 		$1.7M Sell
32,096
-164
-0.5% -$8.82K 1.46% 30
2016
Q4 		$1.7M Sell
32,260
-1,805
-5% -$94.2K 1.53% 30
2016
Q3 		$1.8M Sell
34,065
-1,258
-4% -$64.9K 1.65% 29
2016
Q2 		$1.75M Buy
35,323
+5,110
+17% +$243K 1.61% 29
2016
Q1 		$1.47M Buy
30,213
+4,527
+18% +$193K 1.41% 29
2015
Q4 		$1.05M Buy
+25,686
New +$1.07M 1.07% 28

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Staton Financial Advisors's SON Position: Q2 2017 in Review

Staton Financial Advisors reduced its Sonoco (SON) stake by 1.1% in Q2 2017, selling an estimated $17.9K and leaving 31,749 shares worth $1.63M. The position accounts for 1.39% of the portfolio, ranked #31.

Staton Financial Advisors first reported a position in SON in Q4 2015 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2016. 357 funds tracked by Wall St. Rank hold SON as of Q2 2017.

  • Staton Financial Advisors held 31,749 shares of Sonoco worth $1.63M as of Q2 2017.
  • Staton Financial Advisors sold 347 Sonoco shares in Q2 2017, an estimated $17.9K.
  • Sonoco made up 1.39% of Staton Financial Advisors's portfolio in Q2 2017, its #31 holding.
  • Staton Financial Advisors first reported a position in Sonoco in Q4 2015 and has held it in 7 quarters since.
  • Staton Financial Advisors's Sonoco position peaked at $1.8M in Q3 2016.
  • 357 funds tracked by Wall St. Rank held Sonoco as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.