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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return