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WFG Advisors’s Sonoco SON Stock Holding History

WFG Advisors’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
2017
Q2 		$95K Buy
1,857
+1,589
+593% +$81.8K 0.02% 538
2017
Q1 		$14K Sell
268
-1,565
-85% -$84.2K ﹤0.01% 990
2016
Q4 		$97K Buy
1,833
+108
+6% +$5.64K 0.02% 529
2016
Q3 		$91K Buy
1,725
+7
+0.4% +$361 0.02% 544
2016
Q2 		$85K Buy
1,718
+158
+10% +$7.5K 0.02% 543
2016
Q1 		$76K Buy
1,560
+8
+0.5% +$340 0.02% 548
2015
Q4 		$63K Buy
1,552
+9
+0.6% +$375 0.02% 603
2015
Q3 		$58K Buy
1,543
+9
+0.6% +$366 0.02% 600
2015
Q2 		$66K Sell
1,534
-39
-2% -$1.76K 0.02% 645
2015
Q1 		$71K Buy
1,573
+404
+35% +$18.3K 0.02% 636
2014
Q4 		$51K Buy
1,169
+8
+0.7% +$331 0.01% 878
2014
Q3 		$46K Sell
1,161
-104
-8% -$4.24K 0.01% 953
2014
Q2 		$56K Buy
1,265
+9
+0.7% +$380 0.01% 870
2014
Q1 		$52K Sell
1,256
-76
-6% -$3.16K 0.01% 901
2013
Q4 		$56K Buy
1,332
+1,230
+1,206% +$49.5K 0.01% 955
2013
Q3 		$4K Hold
102
– – ﹤0.01% 1802
2013
Q2 		$4K Buy
+102
New +$3.56K ﹤0.01% 1737

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's SON Position: Q2 2017 in Review

WFG Advisors increased its Sonoco (SON) stake by 593% in Q2 2017, buying an estimated $81.8K and bringing the position to 1,857 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #538.

WFG Advisors first reported a position in SON in Q2 2013 and has held it in 17 quarters since. The position peaked at $97K in Q4 2016. 357 funds tracked by Wall St. Rank hold SON as of Q2 2017.

  • WFG Advisors held 1,857 shares of Sonoco worth $95K as of Q2 2017.
  • WFG Advisors bought 1,589 Sonoco shares in Q2 2017, an estimated $81.8K.
  • Sonoco made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #538 holding.
  • WFG Advisors first reported a position in Sonoco in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Sonoco position peaked at $97K in Q4 2016.
  • 357 funds tracked by Wall St. Rank held Sonoco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.