Wealthfront’s Sonoco SON Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-392	Closed	-$15K	–	936
2015 Q3	$15K	Buy	392 +183	+88%	+$7.44K	﹤0.01%	838
2015 Q2	$9K	Buy	209 +86	+70%	+$3.87K	﹤0.01%	880
2015 Q1	$6K	Buy	123 +121	+6,050%	+$5.48K	﹤0.01%	756
2014 Q4	$0	Buy	+2	New	+$83	﹤0.01%	957

Other funds holding SON

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

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

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

Wealthfront's SON Position: Q4 2015 in Review

Wealthfront sold out of Sonoco (SON) in Q4 2015, closing a stake of 392 shares — an estimated $15K sold.

Wealthfront first reported a position in SON in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2015. 329 funds tracked by Wall St. Rank hold SON as of Q4 2015.

Wealthfront reported no remaining Sonoco position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 392 Sonoco shares in Q4 2015, an estimated $15K.
Wealthfront first reported a position in Sonoco in Q4 2014 and held it in 4 quarters.
Wealthfront's Sonoco position peaked at $15K in Q3 2015.
329 funds tracked by Wall St. Rank held Sonoco as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.