WA
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WFG Advisors’s Packaging Corp of America PKG Stock Holding History

WFG Advisors’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
2016
Q3 		– Sell
-1,307
Closed -$87K – 1658
2016
Q2 		$87K Hold
1,307
– – 0.02% 535
2016
Q1 		$79K Buy
1,307
+307
+31% +$16.4K 0.02% 541
2015
Q4 		$63K Buy
1,000
+800
+400% +$52.7K 0.02% 601
2015
Q3 		$12K Buy
+200
New +$13.4K ﹤0.01% 1050
2015
Q2 		– Sell
-665
Closed -$52K – 1766
2015
Q1 		$52K Buy
665
+1
+0.2% +$79 0.01% 720
2014
Q4 		$52K Hold
664
– – 0.01% 875
2014
Q3 		$42K Sell
664
-2,769
-81% -$186K 0.01% 993
2014
Q2 		$245K Buy
3,433
+1,051
+44% +$72.2K 0.05% 408
2014
Q1 		$168K Sell
2,382
-4,353
-65% -$297K 0.03% 474
2013
Q4 		$426K Buy
6,735
+200
+3% +$12.1K 0.06% 339
2013
Q3 		$373K Hold
6,535
– – 0.06% 340
2013
Q2 		$320K Buy
+6,535
New +$311K 0.05% 356

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return