Alera Investment Advisors’s Snap-on SNA Stock Holding History

Alera Investment Advisors’s Portfolio SNA Stock Details SNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-32	Closed	-$5K	–	850
2019 Q1	$5K	Buy	32 +24	+300%	+$3.81K	﹤0.01%	648
2018 Q4	$1K	Buy	+8	New	+$1.26K	﹤0.01%	1009

Other funds holding SNA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's SNA Position: Q2 2019 in Review

Alera Investment Advisors sold out of Snap-on (SNA) in Q2 2019, closing a stake of 32 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in SNA in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 575 funds tracked by Wall St. Rank hold SNA as of Q2 2019.

Alera Investment Advisors reported no remaining Snap-on position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 32 Snap-on shares in Q2 2019, an estimated $5K.
Alera Investment Advisors first reported a position in Snap-on in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Snap-on position peaked at $5K in Q1 2019.
575 funds tracked by Wall St. Rank held Snap-on as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.