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KMS Financial Services’s Snap-on SNA Stock Holding History

KMS Financial Services’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
2014
Q3 		$367K Buy
3,030
+474
+19% +$58.3K 0.05% 328
2014
Q2 		$303K Hold
2,556
– – 0.04% 378
2014
Q1 		$290K Hold
2,556
– – 0.05% 388
2013
Q4 		$280K Buy
2,556
+300
+13% +$31.1K 0.05% 387
2013
Q3 		$224K Buy
+2,256
New +$216K 0.05% 370

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KMS Financial Services's SNA Position: Q3 2014 in Review

KMS Financial Services increased its Snap-on (SNA) stake by 19% in Q3 2014, buying an estimated $58.3K and bringing the position to 3,030 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #328.

KMS Financial Services first reported a position in SNA in Q3 2013 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold SNA as of Q3 2014.

  • KMS Financial Services held 3,030 shares of Snap-on worth $367K as of Q3 2014.
  • KMS Financial Services bought 474 Snap-on shares in Q3 2014, an estimated $58.3K.
  • Snap-on made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #328 holding.
  • KMS Financial Services first reported a position in Snap-on in Q3 2013 and has held it in 5 quarters since.
  • 432 funds tracked by Wall St. Rank held Snap-on as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.