WP
SON icon

WealthPLAN Partners’s Sonoco SON Stock Holding History

WealthPLAN Partners’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 		$4.71K Buy
+245
New +$10.2K ﹤0.01% 1347
2015
Q2 		$81K Sell
1,898
-3,174
-63% -$143K 0.04% 144
2015
Q1 		$231K Buy
+5,072
New +$230K 0.11% 107

Other funds holding SON

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's SON Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Sonoco (SON) in Q4 2015: 245 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in SON as recently as Q2 2015.

WealthPLAN Partners first reported a position in SON in Q1 2015 and has held it in 3 quarters since. The position peaked at $231K in Q1 2015. 329 funds tracked by Wall St. Rank hold SON as of Q4 2015.

  • WealthPLAN Partners held 245 shares of Sonoco worth $4.71K as of Q4 2015.
  • Sonoco was a new WealthPLAN Partners position in Q4 2015.
  • Sonoco made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1347 holding.
  • WealthPLAN Partners first reported a position in Sonoco in Q1 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Sonoco position peaked at $231K in Q1 2015.
  • 329 funds tracked by Wall St. Rank held Sonoco as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.