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Cobiz Wealth’s 3M MMM Stock Holding History

Cobiz Wealth’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 		– Sell
-2,930
Closed -$467K – 123
2018
Q4 		$467K Hold
2,930
– – 0.1% 96
2018
Q3 		$516K Sell
2,930
-11
-0.4% -$1.9K 0.1% 92
2018
Q2 		$484K Sell
2,941
-12
-0.4% -$2.05K 0.1% 91
2018
Q1 		$542K Sell
2,953
-32
-1% -$6.34K 0.11% 90
2017
Q4 		$587K Sell
2,985
-120
-4% -$23.1K 0.12% 93
2017
Q3 		$545K Sell
3,105
-744
-19% -$129K 0.12% 93
2017
Q2 		$670K Sell
3,849
-417
-10% -$69.7K 0.15% 88
2017
Q1 		$682K Sell
4,266
-17,575
-80% -$2.7M 0.15% 88
2016
Q4 		$3.26M Buy
21,841
+421
+2% +$60.8K 0.77% 56
2016
Q3 		$3.16M Buy
21,420
+3,939
+23% +$588K 0.76% 54
2016
Q2 		$2.56M Buy
17,481
+1,321
+8% +$186K 0.64% 59
2016
Q1 		$2.25M Sell
16,160
-1,027
-6% -$132K 0.55% 57
2015
Q4 		$2.17M Sell
17,187
-6,265
-27% -$805K 0.51% 59
2015
Q3 		$2.78M Sell
23,452
-1,337
-5% -$164K 0.68% 57
2015
Q2 		$3.2M Buy
24,789
+1
+0% +$134 0.71% 54
2015
Q1 		$3.42M Buy
+24,788
New +$3.42M 0.76% 53
2013
Q3 		– Sell
-1,670
Closed -$153K – 270
2013
Q2 		$153K Buy
+1,670
New +$152K 0.04% 113

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

Cobiz Wealth's MMM Position: Q1 2019 in Review

Cobiz Wealth sold out of 3M (MMM) in Q1 2019, closing a stake of 2,930 shares — an estimated $467K sold.

Cobiz Wealth first reported a position in MMM in Q2 2013 and held it in 17 quarters. The position peaked at $3.42M in Q1 2015. 1,996 funds tracked by Wall St. Rank hold MMM as of Q1 2019.

  • Cobiz Wealth reported no remaining 3M position as of Q1 2019 after selling out during the quarter.
  • Cobiz Wealth sold 2,930 3M shares in Q1 2019, an estimated $467K.
  • Cobiz Wealth first reported a position in 3M in Q2 2013 and held it in 17 quarters.
  • Cobiz Wealth's 3M position peaked at $3.42M in Q1 2015.
  • 1,996 funds tracked by Wall St. Rank held 3M as of Q1 2019.

Based on Cobiz Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.