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Integrated Wealth Management (Palm Desert)’s Snap-on SNA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-28
Closed -$4K – 884
2016
Q3 		$4K Hold
28
– – ﹤0.01% 963
2016
Q2 		$4K Hold
28
– – ﹤0.01% 970
2016
Q1 		$4K Hold
28
– – ﹤0.01% 900
2015
Q4 		$5K Hold
28
– – ﹤0.01% 944
2015
Q3 		$4K Hold
28
– – ﹤0.01% 993
2015
Q2 		$4K Hold
28
– – ﹤0.01% 1014
2015
Q1 		$4K Buy
+28
New +$3.94K ﹤0.01% 987

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SNA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Snap-on (SNA) in Q4 2016, closing a stake of 28 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SNA in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q4 2015. 572 funds tracked by Wall St. Rank hold SNA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Snap-on position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 28 Snap-on shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Snap-on in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Snap-on position peaked at $5K in Q4 2015.
  • 572 funds tracked by Wall St. Rank held Snap-on as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.