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Reilly Financial Advisors’s Schneider National SNDR Stock Holding History

Reilly Financial Advisors’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-278
Closed -$8K – 1051
2018
Q2 		$8K Hold
278
– – ﹤0.01% 729
2018
Q1 		$7K Buy
+278
New +$7.65K ﹤0.01% 726

Other funds holding SNDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return

Reilly Financial Advisors's SNDR Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Schneider National (SNDR) in Q3 2018, closing a stake of 278 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in SNDR in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 187 funds tracked by Wall St. Rank hold SNDR as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Schneider National position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 278 Schneider National shares in Q3 2018, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Schneider National in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Schneider National position peaked at $8K in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Schneider National as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.