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Optimum Investment Advisors’s Snap-on SNA Stock Holding History

Optimum Investment Advisors’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
2019
Q3 		– Sell
-200
Closed -$33K – 1023
2019
Q2 		$33K Hold
200
– – 0.01% 594
2019
Q1 		$31K Hold
200
– – 0.01% 613
2018
Q4 		$29K Hold
200
– – 0.01% 576
2018
Q3 		$37K Hold
200
– – 0.01% 602
2018
Q2 		$32K Hold
200
– – 0.01% 629
2018
Q1 		$30K Buy
+200
New +$32.9K 0.01% 630

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Optimum Investment Advisors's SNA Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Snap-on (SNA) in Q3 2019, closing a stake of 200 shares — an estimated $33K sold.

Optimum Investment Advisors first reported a position in SNA in Q1 2018 and held it in 6 quarters. The position peaked at $37K in Q3 2018. 557 funds tracked by Wall St. Rank hold SNA as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Snap-on position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Snap-on shares in Q3 2019, an estimated $33K.
  • Optimum Investment Advisors first reported a position in Snap-on in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's Snap-on position peaked at $37K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held Snap-on as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.