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WFG Advisors’s Snap-on SNA Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-240
Closed -$33K – 2054
2014
Q4 		$33K Buy
240
+1
+0.4% +$131 0.01% 1052
2014
Q3 		$29K Buy
239
+1
+0.4% +$123 0.01% 1141
2014
Q2 		$28K Sell
238
-35
-13% -$4.05K 0.01% 1139
2014
Q1 		$31K Buy
273
+36
+15% +$3.9K 0.01% 1088
2013
Q4 		$26K Buy
237
+1
+0.4% +$104 ﹤0.01% 1245
2013
Q3 		$23K Sell
236
-109
-32% -$10.5K ﹤0.01% 1225
2013
Q2 		$31K Buy
+345
New +$30.2K 0.01% 1061

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $24.3B AUM 34.41% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

WFG Advisors's SNA Position: Q1 2015 in Review

WFG Advisors sold out of Snap-on (SNA) in Q1 2015, closing a stake of 240 shares — an estimated $33K sold.

WFG Advisors first reported a position in SNA in Q2 2013 and held it in 7 quarters. The position peaked at $33K in Q4 2014. 468 funds tracked by Wall St. Rank hold SNA as of Q1 2015.

  • WFG Advisors reported no remaining Snap-on position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 240 Snap-on shares in Q1 2015, an estimated $33K.
  • WFG Advisors first reported a position in Snap-on in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Snap-on position peaked at $33K in Q4 2014.
  • 468 funds tracked by Wall St. Rank held Snap-on as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.