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Capital Planning Advisors’s 3M MMM Stock Holding History

Capital Planning 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
Q2 		– Sell
-1,226
Closed -$213K – 120
2019
Q1 		$213K Buy
+1,226
New +$206K 0.07% 115
2018
Q4 		– Sell
-4,902
Closed -$864K – 118
2018
Q3 		$864K Buy
4,902
+1,977
+68% +$341K 0.28% 79
2018
Q2 		$481K Sell
2,925
-155
-5% -$26.5K 0.22% 86
2018
Q1 		$565K Buy
3,080
+1,196
+63% +$237K 0.2% 91
2017
Q4 		$371K Buy
1,884
+359
+24% +$69.1K 0.13% 105
2017
Q3 		$268K Buy
1,525
+42
+3% +$7.28K 0.11% 111
2017
Q2 		$258K Buy
1,483
+60
+4% +$10K 0.11% 109
2017
Q1 		$228K Buy
+1,423
New +$218K 0.11% 116

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Planning Advisors's MMM Position: Q2 2019 in Review

Capital Planning Advisors sold out of 3M (MMM) in Q2 2019, closing a stake of 1,226 shares — an estimated $213K sold.

Capital Planning Advisors first reported a position in MMM in Q1 2017 and held it in 8 quarters. The position peaked at $864K in Q3 2018. 1,932 funds tracked by Wall St. Rank hold MMM as of Q2 2019.

  • Capital Planning Advisors reported no remaining 3M position as of Q2 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 1,226 3M shares in Q2 2019, an estimated $213K.
  • Capital Planning Advisors first reported a position in 3M in Q1 2017 and held it in 8 quarters.
  • Capital Planning Advisors's 3M position peaked at $864K in Q3 2018.
  • 1,932 funds tracked by Wall St. Rank held 3M as of Q2 2019.

Based on Capital Planning Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.