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Wealthfront’s Snap-on SNA Stock Holding History

Wealthfront’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
2018
Q1 		– Sell
-1,162
Closed -$203K – 518
2017
Q4 		$203K Buy
+1,162
New +$188K ﹤0.01% 497
2017
Q2 		– Sell
-1,472
Closed -$248K – 472
2017
Q1 		$248K Buy
1,472
+30
+2% +$5.16K ﹤0.01% 374
2016
Q4 		$247K Buy
1,442
+107
+8% +$17.4K 0.01% 333
2016
Q3 		$203K Buy
1,335
+19
+1% +$2.94K ﹤0.01% 364
2016
Q2 		$208K Buy
1,316
+27
+2% +$4.29K 0.01% 336
2016
Q1 		$202K Sell
1,289
-297
-19% -$45.5K 0.01% 321
2015
Q4 		$272K Buy
1,586
+246
+18% +$41K 0.01% 238
2015
Q3 		$202K Buy
1,340
+1
+0.1% +$160 0.01% 277
2015
Q2 		$213K Buy
1,339
+126
+10% +$19.4K 0.01% 254
2015
Q1 		$178K Buy
1,213
+42
+4% +$5.91K 0.01% 271
2014
Q4 		$160K Buy
1,171
+407
+53% +$53.3K 0.01% 267
2014
Q3 		$93K Buy
764
+229
+43% +$28.1K 0.01% 295
2014
Q2 		$64K Buy
535
+22
+4% +$2.54K 0.01% 320
2014
Q1 		$58K Buy
+513
New +$55.5K 0.01% 229

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthfront's SNA Position: Q1 2018 in Review

Wealthfront sold out of Snap-on (SNA) in Q1 2018, closing a stake of 1,162 shares — an estimated $203K sold.

Wealthfront first reported a position in SNA in Q1 2014 and held it in 14 quarters. The position peaked at $272K in Q4 2015. 619 funds tracked by Wall St. Rank hold SNA as of Q1 2018.

  • Wealthfront reported no remaining Snap-on position as of Q1 2018 after selling out during the quarter.
  • Wealthfront sold 1,162 Snap-on shares in Q1 2018, an estimated $203K.
  • Wealthfront first reported a position in Snap-on in Q1 2014 and held it in 14 quarters.
  • Wealthfront's Snap-on position peaked at $272K in Q4 2015.
  • 619 funds tracked by Wall St. Rank held Snap-on as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.