TWMP
SNA icon

Taylor Wealth Management Partners’s Snap-on SNA Stock Holding History

Taylor Wealth Management Partners’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
2017
Q1 		– Sell
-5
Closed -$1K – 168
2016
Q4 		$1K Sell
5
-26
-84% -$4.23K ﹤0.01% 163
2016
Q3 		$5K Buy
31
+1
+3% +$155 ﹤0.01% 137
2016
Q2 		$5K Hold
30
– – ﹤0.01% 127
2016
Q1 		$5K Hold
30
– – ﹤0.01% 129
2015
Q4 		$5K Hold
30
– – ﹤0.01% 123
2015
Q3 		$5K Hold
30
– – ﹤0.01% 138
2015
Q2 		$5K Buy
+30
New +$4.63K ﹤0.01% 166

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's SNA Position: Q1 2017 in Review

Taylor Wealth Management Partners sold out of Snap-on (SNA) in Q1 2017, closing a stake of 5 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in SNA in Q2 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 584 funds tracked by Wall St. Rank hold SNA as of Q1 2017.

  • Taylor Wealth Management Partners reported no remaining Snap-on position as of Q1 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 5 Snap-on shares in Q1 2017, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in Snap-on in Q2 2015 and held it in 7 quarters.
  • Taylor Wealth Management Partners's Snap-on position peaked at $5K in Q3 2016.
  • 584 funds tracked by Wall St. Rank held Snap-on as of Q1 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2017, filed 24 Apr 2017.