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

Lyons 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 Q4	–	Sell	-2,000	Closed	-$6K	–	60
2016 Q3	$6K	Buy	+2,000	New	+$309K	0.01%	55

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lyons Wealth Management's SNA Position: Q4 2017 in Review

Lyons Wealth Management sold out of Snap-on (SNA) in Q4 2017, closing a stake of 4,908 shares — an estimated $731K sold.

Lyons Wealth Management first reported a position in SNA in Q3 2016 and held it in 3 quarters. The position peaked at $764K in Q2 2017. 603 funds tracked by Wall St. Rank hold SNA as of Q4 2017.

Lyons Wealth Management reported no remaining Snap-on position as of Q4 2017 after selling out during the quarter.
Lyons Wealth Management sold 4,908 Snap-on shares in Q4 2017, an estimated $731K.
Lyons Wealth Management first reported a position in Snap-on in Q3 2016 and held it in 3 quarters.
Lyons Wealth Management's Snap-on position peaked at $764K in Q2 2017.
603 funds tracked by Wall St. Rank held Snap-on as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.