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Stratos Wealth Partners’s Sonoco SON Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-450
Closed -$25K – 2249
2018
Q3 		$25K Buy
+450
New +$25.1K ﹤0.01% 1777
2018
Q2 		– Sell
-611
Closed -$30K – 2335
2018
Q1 		$30K Sell
611
-98
-14% -$4.98K ﹤0.01% 1842
2017
Q4 		$38K Buy
+709
New +$37.1K ﹤0.01% 1651
2015
Q3 		– Sell
-5,364
Closed -$230K – 598
2015
Q2 		$230K Buy
+5,364
New +$242K 0.03% 433

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

Stratos Wealth Partners's SON Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Sonoco (SON) in Q4 2018, closing a stake of 450 shares — an estimated $25K sold.

Stratos Wealth Partners first reported a position in SON in Q2 2015 and held it in 4 quarters. The position peaked at $230K in Q2 2015. 416 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 450 Sonoco shares in Q4 2018, an estimated $25K.
  • Stratos Wealth Partners first reported a position in Sonoco in Q2 2015 and held it in 4 quarters.
  • Stratos Wealth Partners's Sonoco position peaked at $230K in Q2 2015.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.