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Wealthfront’s Packaging Corp of America PKG Stock Holding History

Wealthfront’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
2018
Q3 		– Sell
-2,001
Closed -$224K – 523
2018
Q2 		$224K Sell
2,001
-366
-15% -$42.7K ﹤0.01% 482
2018
Q1 		$267K Buy
2,367
+91
+4% +$11K ﹤0.01% 458
2017
Q4 		$274K Sell
2,276
-903
-28% -$105K ﹤0.01% 444
2017
Q3 		$365K Buy
+3,179
New +$356K ﹤0.01% 387
2015
Q4 		– Sell
-322
Closed -$19K – 848
2015
Q3 		$19K Buy
322
+142
+79% +$9.48K ﹤0.01% 773
2015
Q2 		$11K Buy
180
+83
+86% +$5.84K ﹤0.01% 807
2015
Q1 		$8K Buy
97
+96
+9,600% +$7.62K ﹤0.01% 679
2014
Q4 		$0 Buy
+1
New +$72 ﹤0.01% 906

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wealthfront's PKG Position: Q3 2018 in Review

Wealthfront sold out of Packaging Corp of America (PKG) in Q3 2018, closing a stake of 2,001 shares — an estimated $224K sold.

Wealthfront first reported a position in PKG in Q4 2014 and held it in 8 quarters. The position peaked at $365K in Q3 2017. 545 funds tracked by Wall St. Rank hold PKG as of Q3 2018.

  • Wealthfront reported no remaining Packaging Corp of America position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 2,001 Packaging Corp of America shares in Q3 2018, an estimated $224K.
  • Wealthfront first reported a position in Packaging Corp of America in Q4 2014 and held it in 8 quarters.
  • Wealthfront's Packaging Corp of America position peaked at $365K in Q3 2017.
  • 545 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.