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

Smith Salley 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
2019 Q3	–	Sell	-1,287	Closed	-$213K	–	197
2019 Q2	$213K	Hold	1,287	–	–	0.03%	179
2019 Q1	$201K	Buy	+1,287	New	+$204K	0.03%	168
2018 Q4	–	Sell	-1,284	Closed	-$236K	–	182
2018 Q3	$236K	Sell	1,284 -25,347	-95%	-$4.42M	0.04%	171
2018 Q2	$4.28M	Buy	26,631 +437	+2%	+$66.1K	0.73%	50
2018 Q1	$3.87M	Buy	26,194 +50	+0.2%	+$8.22K	0.69%	57
2017 Q4	$4.56M	Buy	26,144 +1,262	+5%	+$204K	0.82%	43
2017 Q3	$3.71M	Buy	24,882 +828	+3%	+$124K	0.71%	57
2017 Q2	$3.8M	Buy	+24,054	New	+$3.94M	0.76%	50

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Smith Salley Wealth Management's SNA Position: Q3 2019 in Review

Smith Salley Wealth Management sold out of Snap-on (SNA) in Q3 2019, closing a stake of 1,287 shares — an estimated $213K sold.

Smith Salley Wealth Management first reported a position in SNA in Q2 2017 and held it in 8 quarters. The position peaked at $4.56M in Q4 2017. 557 funds tracked by Wall St. Rank hold SNA as of Q3 2019.

Smith Salley Wealth Management reported no remaining Snap-on position as of Q3 2019 after selling out during the quarter.
Smith Salley Wealth Management sold 1,287 Snap-on shares in Q3 2019, an estimated $213K.
Smith Salley Wealth Management first reported a position in Snap-on in Q2 2017 and held it in 8 quarters.
Smith Salley Wealth Management's Snap-on position peaked at $4.56M in Q4 2017.
557 funds tracked by Wall St. Rank held Snap-on as of Q3 2019.

Based on Smith Salley Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.