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Constellation Wealth Advisors’s 3M MMM Stock Holding History

Constellation 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
2014
Q4 		– Sell
-17,109
Closed -$2.03M – 189
2014
Q3 		$2.03M Sell
17,109
-957
-5% -$115K 0.19% 81
2014
Q2 		$2.16M Sell
18,066
-239
-1% -$28.1K 0.24% 78
2014
Q1 		$2.08M Buy
18,305
+180
+1% +$20K 0.2% 101
2013
Q4 		$2.13M Hold
18,125
– – 0.2% 104
2013
Q3 		$1.81M Hold
18,125
– – 0.21% 103
2013
Q2 		$1.66M Buy
+18,125
New +$1.65M 0.2% 106

Other funds holding MMM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Constellation Wealth Advisors's MMM Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of 3M (MMM) in Q4 2014, closing a stake of 17,109 shares — an estimated $2.03M sold.

Constellation Wealth Advisors first reported a position in MMM in Q2 2013 and held it in 6 quarters. The position peaked at $2.16M in Q2 2014. 1,545 funds tracked by Wall St. Rank hold MMM as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining 3M position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 17,109 3M shares in Q4 2014, an estimated $2.03M.
  • Constellation Wealth Advisors first reported a position in 3M in Q2 2013 and held it in 6 quarters.
  • Constellation Wealth Advisors's 3M position peaked at $2.16M in Q2 2014.
  • 1,545 funds tracked by Wall St. Rank held 3M as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.