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Sheets Smith Wealth Management’s Snap-on SNA Stock Holding History

Sheets Smith 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
Q1 		– Sell
-4,787
Closed -$821K – 258
2015
Q4 		$821K Buy
+4,787
New +$797K 0.25% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Sheets Smith Wealth Management's SNA Position: Q1 2016 in Review

Sheets Smith Wealth Management sold out of Snap-on (SNA) in Q1 2016, closing a stake of 4,787 shares — an estimated $821K sold.

Sheets Smith Wealth Management first reported a position in SNA in Q4 2015 and held it in 1 quarter. The position peaked at $821K in Q4 2015. 542 funds tracked by Wall St. Rank hold SNA as of Q1 2016.

  • Sheets Smith Wealth Management reported no remaining Snap-on position as of Q1 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,787 Snap-on shares in Q1 2016, an estimated $821K.
  • Sheets Smith Wealth Management first reported a position in Snap-on in Q4 2015 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Snap-on position peaked at $821K in Q4 2015.
  • 542 funds tracked by Wall St. Rank held Snap-on as of Q1 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.