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Gupta Wealth Management’s Snap-on SNA Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$81K Hold
516
– – 0.02% 359
2015
Q4 		$88K Hold
516
– – 0.02% 340
2015
Q3 		$78K Hold
516
– – 0.02% 376
2015
Q2 		$82K Buy
+516
New +$79.6K 0.02% 375

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gupta Wealth Management's SNA Position: Q1 2016 in Review

Gupta Wealth Management held its Snap-on (SNA) position steady in Q1 2016 at 516 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #359.

Gupta Wealth Management first reported a position in SNA in Q2 2015 and has held it in 4 quarters since. The position peaked at $88K in Q4 2015. 542 funds tracked by Wall St. Rank hold SNA as of Q1 2016.

  • Gupta Wealth Management held 516 shares of Snap-on worth $81K as of Q1 2016.
  • Gupta Wealth Management left its Snap-on share count unchanged in Q1 2016.
  • Snap-on made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #359 holding.
  • Gupta Wealth Management first reported a position in Snap-on in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Snap-on position peaked at $88K in Q4 2015.
  • 542 funds tracked by Wall St. Rank held Snap-on as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.