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Independent Portfolio Consultants’s Snap-on SNA Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$154K Sell
975
-840
-46% -$137K 0.06% 339
2017
Q1 		$306K Sell
1,815
-315
-15% -$54.2K 0.11% 274
2016
Q4 		$365K Buy
2,130
+300
+16% +$48.8K 0.12% 245
2016
Q3 		$278K Buy
1,830
+1,030
+129% +$159K 0.09% 276
2016
Q2 		$126K Sell
800
-345
-30% -$54.8K 0.04% 412
2016
Q1 		$180K Sell
1,145
-680
-37% -$104K 0.05% 360
2015
Q4 		$313K Buy
1,825
+185
+11% +$30.8K 0.09% 267
2015
Q3 		$248K Buy
1,640
+275
+20% +$44.1K 0.05% 321
2015
Q2 		$217K Sell
1,365
-2
-0.1% -$309 0.04% 354
2015
Q1 		$201K Buy
+1,367
New +$192K 0.04% 358

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Independent Portfolio Consultants's SNA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Snap-on (SNA) stake by 46% in Q2 2017, selling an estimated $137K and leaving 975 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #339.

Independent Portfolio Consultants first reported a position in SNA in Q1 2015 and has held it in 10 quarters since. The position peaked at $365K in Q4 2016. 580 funds tracked by Wall St. Rank hold SNA as of Q2 2017.

  • Independent Portfolio Consultants held 975 shares of Snap-on worth $154K as of Q2 2017.
  • Independent Portfolio Consultants sold 840 Snap-on shares in Q2 2017, an estimated $137K.
  • Snap-on made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #339 holding.
  • Independent Portfolio Consultants first reported a position in Snap-on in Q1 2015 and has held it in 10 quarters since.
  • Independent Portfolio Consultants's Snap-on position peaked at $365K in Q4 2016.
  • 580 funds tracked by Wall St. Rank held Snap-on as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.