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Genesis Wealth Advisors’s 3M MMM Stock Holding History

Genesis 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
2015
Q2 		$123K Hold
956
– – 0.1% 98
2015
Q1 		$130K Hold
956
– – 0.11% 92
2014
Q4 		$135K Buy
+956
New +$123K 0.11% 99

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's MMM Position: Q2 2015 in Review

Genesis Wealth Advisors held its 3M (MMM) position steady in Q2 2015 at 956 shares worth $123K. The position accounts for 0.1% of the portfolio, ranked #98.

Genesis Wealth Advisors first reported a position in MMM in Q4 2014 and has held it in 3 quarters since. The position peaked at $135K in Q4 2014. 1,555 funds tracked by Wall St. Rank hold MMM as of Q2 2015.

  • Genesis Wealth Advisors held 956 shares of 3M worth $123K as of Q2 2015.
  • Genesis Wealth Advisors left its 3M share count unchanged in Q2 2015.
  • 3M made up 0.1% of Genesis Wealth Advisors's portfolio in Q2 2015, its #98 holding.
  • Genesis Wealth Advisors first reported a position in 3M in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's 3M position peaked at $135K in Q4 2014.
  • 1,555 funds tracked by Wall St. Rank held 3M as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.