SWS Partners’s Packaging Corp of America PKG Stock Holding History

SWS Partners’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
2019 Q3	$993K	Sell	8,821 -348	-4%	-$35.2K	0.59%	52
2019 Q2	$902K	Buy	+9,169	New	+$885K	0.57%	54
2018 Q1	–	Sell	-151	Closed	-$18K	–	407
2017 Q4	$18K	Buy	+151	New	+$17.5K	0.01%	236

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SWS Partners's PKG Position: Q3 2019 in Review

SWS Partners reduced its Packaging Corp of America (PKG) stake by 3.8% in Q3 2019, selling an estimated $35.2K and leaving 8,821 shares worth $993K. The position accounts for 0.59% of the portfolio, ranked #52.

SWS Partners first reported a position in PKG in Q4 2017 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold PKG as of Q3 2019.

SWS Partners held 8,821 shares of Packaging Corp of America worth $993K as of Q3 2019.
SWS Partners sold 348 Packaging Corp of America shares in Q3 2019, an estimated $35.2K.
Packaging Corp of America made up 0.59% of SWS Partners's portfolio in Q3 2019, its #52 holding.
SWS Partners first reported a position in Packaging Corp of America in Q4 2017 and has held it in 3 quarters since.
556 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2019.

Based on SWS Partners's 13F filing for Q3 2019, filed 15 Nov 2019.