Cypress Wealth Advisors’s 3M MMM Stock Holding History

Cypress 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
2019 Q1	$1.36M	Sell	7,823 -126	-2%	-$21.2K	1.56%	25
2018 Q4	$1.27M	Hold	7,949	–	–	1.74%	19
2018 Q3	$1.4M	Sell	7,949 -26	-0.3%	-$4.48K	1.47%	26
2018 Q2	$1.31M	Sell	7,975 -79	-1%	-$13.5K	1.42%	27
2018 Q1	$1.48M	Hold	8,054	–	–	1.6%	24
2017 Q4	$1.58M	Hold	8,054	–	–	1.52%	22
2017 Q3	$1.41M	Buy	8,054 +7	+0.1%	+$1.21K	2.28%	12
2017 Q2	$1.4M	Sell	8,047 -6,728	-46%	-$1.13M	1.64%	15
2017 Q1	$2.36M	Buy	14,775 +26	+0.2%	+$3.99K	1.08%	19
2016 Q4	$2.2M	Buy	14,749 +50	+0.3%	+$7.21K	1.01%	24
2016 Q3	$2.17M	Buy	14,699 +4,336	+42%	+$647K	0.98%	23
2016 Q2	$1.52M	Sell	10,363 -135	-1%	-$19K	0.75%	31
2016 Q1	$1.46M	Buy	10,498 +129	+1%	+$16.6K	0.67%	34
2015 Q4	$1.31M	Buy	10,369 +45	+0.4%	+$5.78K	0.66%	34
2015 Q3	$1.22M	Buy	10,324 +7,195	+230%	+$885K	0.66%	34
2015 Q2	$404K	Buy	+3,129	New	+$420K	0.24%	101

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's MMM Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its 3M (MMM) stake by 1.6% in Q1 2019, selling an estimated $21.2K and leaving 7,823 shares worth $1.36M. The position accounts for 1.56% of the portfolio, ranked #25.

Cypress Wealth Advisors first reported a position in MMM in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.36M in Q1 2017. 1,996 funds tracked by Wall St. Rank hold MMM as of Q1 2019.

Cypress Wealth Advisors held 7,823 shares of 3M worth $1.36M as of Q1 2019.
Cypress Wealth Advisors sold 126 3M shares in Q1 2019, an estimated $21.2K.
3M made up 1.56% of Cypress Wealth Advisors's portfolio in Q1 2019, its #25 holding.
Cypress Wealth Advisors first reported a position in 3M in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's 3M position peaked at $2.36M in Q1 2017.
1,996 funds tracked by Wall St. Rank held 3M as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.