CWM
MMM icon

Catamount Wealth Management’s 3M MMM Stock Holding History

Catamount Wealth Management’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
Q1 		$21K Hold
120
– – 0.01% 113
2018
Q4 		$20K Buy
120
+60
+100% +$9.96K 0.01% 103
2018
Q3 		$11K Hold
60
– – 0.01% 142
2018
Q2 		$10K Buy
+60
New +$10.2K ﹤0.01% 143

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's MMM Position: Q1 2019 in Review

Catamount Wealth Management held its 3M (MMM) position steady in Q1 2019 at 120 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #113.

Catamount Wealth Management first reported a position in MMM in Q2 2018 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold MMM as of Q1 2019.

  • Catamount Wealth Management held 120 shares of 3M worth $21K as of Q1 2019.
  • Catamount Wealth Management left its 3M share count unchanged in Q1 2019.
  • 3M made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #113 holding.
  • Catamount Wealth Management first reported a position in 3M in Q2 2018 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held 3M as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.