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Geneva Advisors’s 3M MMM Stock Holding History

Geneva 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
2017
Q2 		$4.31M Sell
24,745
-951
-4% -$159K 0.07% 128
2017
Q1 		$4.11M Sell
25,696
-1,712
-6% -$263K 0.07% 134
2016
Q4 		$4.09M Sell
27,408
-4,285
-14% -$618K 0.08% 131
2016
Q3 		$4.67M Buy
31,693
+1,709
+6% +$255K 0.09% 122
2016
Q2 		$4.39M Buy
29,984
+289
+1% +$40.8K 0.09% 126
2016
Q1 		$4.14M Buy
29,695
+1,511
+5% +$194K 0.08% 121
2015
Q4 		$3.55M Buy
28,184
+1,211
+4% +$156K 0.07% 133
2015
Q3 		$3.2M Sell
26,973
-200
-0.7% -$24.6K 0.06% 147
2015
Q2 		$3.51M Buy
27,173
+3,094
+13% +$415K 0.06% 151
2015
Q1 		$3.32M Sell
24,079
-642
-3% -$88.5K 0.06% 158
2014
Q4 		$3.4M Sell
24,721
-566
-2% -$72.7K 0.06% 158
2014
Q3 		$3M Buy
25,287
+1,289
+5% +$155K 0.06% 168
2014
Q2 		$2.87M Buy
23,998
+349
+1% +$41K 0.05% 175
2014
Q1 		$2.68M Buy
23,649
+13,697
+138% +$1.52M 0.05% 178
2013
Q4 		$1.17M Buy
9,952
+939
+10% +$100K 0.02% 238
2013
Q3 		$900K Sell
9,013
-1,512
-14% -$147K 0.02% 266
2013
Q2 		$962K Buy
+10,525
New +$956K 0.02% 224

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

Geneva Advisors's MMM Position: Q2 2017 in Review

Geneva Advisors reduced its 3M (MMM) stake by 3.7% in Q2 2017, selling an estimated $159K and leaving 24,745 shares worth $4.31M. The position accounts for 0.07% of the portfolio, ranked #128.

Geneva Advisors first reported a position in MMM in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.67M in Q3 2016. 1,752 funds tracked by Wall St. Rank hold MMM as of Q2 2017.

  • Geneva Advisors held 24,745 shares of 3M worth $4.31M as of Q2 2017.
  • Geneva Advisors sold 951 3M shares in Q2 2017, an estimated $159K.
  • 3M made up 0.07% of Geneva Advisors's portfolio in Q2 2017, its #128 holding.
  • Geneva Advisors first reported a position in 3M in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's 3M position peaked at $4.67M in Q3 2016.
  • 1,752 funds tracked by Wall St. Rank held 3M as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.