TrueWealth LLC’s Sonoco SON Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-20	Closed	-$1K	–	903
2017 Q4	$1K	Buy	+20	New	+$1.05K	﹤0.01%	885

Other funds holding SON

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TrueWealth LLC's SON Position: Q1 2018 in Review

TrueWealth LLC sold out of Sonoco (SON) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in SON in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 381 funds tracked by Wall St. Rank hold SON as of Q1 2018.

TrueWealth LLC reported no remaining Sonoco position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 20 Sonoco shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Sonoco in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Sonoco position peaked at $1K in Q4 2017.
381 funds tracked by Wall St. Rank held Sonoco as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.