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Visionary Asset Management’s Sonoco SON Stock Holding History

Visionary Asset Management’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
-7,156
Closed -$397K – 250
2018
Q3 		$397K Buy
7,156
+662
+10% +$36.9K 0.13% 147
2018
Q2 		$341K Buy
6,494
+118
+2% +$6.06K 0.11% 138
2018
Q1 		$307K Buy
6,376
+197
+3% +$10K 0.1% 157
2017
Q4 		$328K Buy
6,179
+176
+3% +$9.21K 0.09% 146
2017
Q3 		$303K Sell
6,003
-537
-8% -$26.5K 0.09% 140
2017
Q2 		$336K Buy
+6,540
New +$337K 0.1% 121
2014
Q3 		– Sell
-230
Closed -$10K – 305
2014
Q2 		$10K Buy
+230
New +$9.72K ﹤0.01% 278

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

Visionary Asset Management's SON Position: Q4 2018 in Review

Visionary Asset Management sold out of Sonoco (SON) in Q4 2018, closing a stake of 7,156 shares — an estimated $397K sold.

Visionary Asset Management first reported a position in SON in Q2 2014 and held it in 7 quarters. The position peaked at $397K in Q3 2018. 416 funds tracked by Wall St. Rank hold SON as of Q4 2018.

  • Visionary Asset Management reported no remaining Sonoco position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 7,156 Sonoco shares in Q4 2018, an estimated $397K.
  • Visionary Asset Management first reported a position in Sonoco in Q2 2014 and held it in 7 quarters.
  • Visionary Asset Management's Sonoco position peaked at $397K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held Sonoco as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.