CWM
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Concert Wealth Management’s 3M MMM Stock Holding History

Concert 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
2017
Q2 		– Sell
-4,297
Closed -$642K – 329
2017
Q1 		$642K Sell
4,297
-834
-16% -$128K 0.15% 203
2016
Q4 		$767K Sell
5,131
-982
-16% -$142K 0.17% 181
2016
Q3 		$903K Buy
6,113
+194
+3% +$29K 0.11% 238
2016
Q2 		$871K Buy
5,919
+368
+7% +$51.9K 0.12% 229
2016
Q1 		$771K Sell
5,551
-343
-6% -$44.1K 0.1% 252
2015
Q4 		$742K Sell
5,894
-24
-0.4% -$3.08K 0.1% 258
2015
Q3 		$703K Buy
5,918
+62
+1% +$7.62K 0.1% 268
2015
Q2 		$752K Sell
5,856
-1,118
-16% -$150K 0.1% 274
2015
Q1 		$380K Sell
6,974
-258
-4% -$35.5K 0.11% 253
2014
Q4 		$995K Buy
7,232
+948
+15% +$122K 0.15% 176
2014
Q3 		$744K Buy
6,284
+585
+10% +$70.3K 0.1% 192
2014
Q2 		$655K Buy
5,699
+832
+17% +$97.7K 0.08% 223
2014
Q1 		$544K Sell
4,867
-151
-3% -$16.8K 0.07% 256
2013
Q4 		$589K Sell
5,018
-822
-14% -$87.6K 0.08% 224
2013
Q3 		$586K Buy
5,840
+535
+10% +$52K 0.08% 224
2013
Q2 		$490K Buy
+5,305
New +$482K 0.07% 230

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concert Wealth Management's MMM Position: Q2 2017 in Review

Concert Wealth Management sold out of 3M (MMM) in Q2 2017, closing a stake of 4,297 shares — an estimated $642K sold.

Concert Wealth Management first reported a position in MMM in Q2 2013 and held it in 16 quarters. The position peaked at $995K in Q4 2014. 1,752 funds tracked by Wall St. Rank hold MMM as of Q2 2017.

  • Concert Wealth Management reported no remaining 3M position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,297 3M shares in Q2 2017, an estimated $642K.
  • Concert Wealth Management first reported a position in 3M in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's 3M position peaked at $995K in Q4 2014.
  • 1,752 funds tracked by Wall St. Rank held 3M as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.