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Gary Goldberg Planning Services’s 3M MMM Stock Holding History

Gary Goldberg Planning Services’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 		$81K Sell
591
-17
-3% -$2.18K 0.03% 169
2014
Q3 		$72K Buy
608
+17
+3% +$2.04K 0.03% 183
2014
Q2 		$71K Sell
591
-3
-0.5% -$352 0.03% 182
2014
Q1 		$67K Sell
594
-170
-22% -$18.9K 0.03% 188
2013
Q4 		$90K Sell
764
-72
-9% -$7.67K 0.05% 146
2013
Q3 		$83K Hold
836
– – 0.05% 151
2013
Q2 		$76K Buy
+836
New +$75.9K 0.05% 145

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

Gary Goldberg Planning Services's MMM Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its 3M (MMM) stake by 2.8% in Q4 2014, selling an estimated $2.18K and leaving 591 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #169.

Gary Goldberg Planning Services first reported a position in MMM in Q2 2013 and has held it in 7 quarters since. The position peaked at $90K in Q4 2013. 1,544 funds tracked by Wall St. Rank hold MMM as of Q4 2014.

  • Gary Goldberg Planning Services held 591 shares of 3M worth $81K as of Q4 2014.
  • Gary Goldberg Planning Services sold 17 3M shares in Q4 2014, an estimated $2.18K.
  • 3M made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #169 holding.
  • Gary Goldberg Planning Services first reported a position in 3M in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's 3M position peaked at $90K in Q4 2013.
  • 1,544 funds tracked by Wall St. Rank held 3M as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.