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Bell & Brown Wealth Advisors’s 3M MMM Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,709
Closed -$2.22M – 85
2019
Q3 		$2.22M Sell
16,709
-71
-0.4% -$9.93K 1.82% 21
2019
Q2 		$2.43M Buy
16,780
+847
+5% +$130K 2.14% 12
2019
Q1 		$2.77M Sell
15,933
-30
-0.2% -$5.05K 2.52% 4
2018
Q4 		$2.54M Buy
15,963
+196
+1% +$32.5K 2.72% 4
2018
Q3 		$2.51M Buy
15,767
+9,123
+137% +$1.57M 2.33% 7
2018
Q2 		$1.09M Buy
+6,644
New +$1.13M 1.08% 38
2018
Q1 		– Sell
-1,184
Closed -$233K – 90
2017
Q4 		$233K Buy
+1,184
New +$228K 0.24% 77

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bell & Brown Wealth Advisors's MMM Position: Q4 2019 in Review

Bell & Brown Wealth Advisors sold out of 3M (MMM) in Q4 2019, closing a stake of 16,709 shares — an estimated $2.22M sold.

Bell & Brown Wealth Advisors first reported a position in MMM in Q4 2017 and held it in 7 quarters. The position peaked at $2.77M in Q1 2019. 2,038 funds tracked by Wall St. Rank hold MMM as of Q4 2019.

  • Bell & Brown Wealth Advisors reported no remaining 3M position as of Q4 2019 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 16,709 3M shares in Q4 2019, an estimated $2.22M.
  • Bell & Brown Wealth Advisors first reported a position in 3M in Q4 2017 and held it in 7 quarters.
  • Bell & Brown Wealth Advisors's 3M position peaked at $2.77M in Q1 2019.
  • 2,038 funds tracked by Wall St. Rank held 3M as of Q4 2019.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.