Calton & Associates’s Snap-on SNA Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-53	Closed	-$9K	–	1131
2017 Q4	$9K	Buy	+53	New	+$8.57K	﹤0.01%	1102

Other funds holding SNA

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

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

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

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

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

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calton & Associates's SNA Position: Q1 2018 in Review

Calton & Associates sold out of Snap-on (SNA) in Q1 2018, closing a stake of 53 shares — an estimated $9K sold.

Calton & Associates first reported a position in SNA in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 619 funds tracked by Wall St. Rank hold SNA as of Q1 2018.

Calton & Associates reported no remaining Snap-on position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 53 Snap-on shares in Q1 2018, an estimated $9K.
Calton & Associates first reported a position in Snap-on in Q4 2017 and held it in 1 quarter.
Calton & Associates's Snap-on position peaked at $9K in Q4 2017.
619 funds tracked by Wall St. Rank held Snap-on as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.