GWM
MMM icon

Gupta Wealth Management’s 3M MMM Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$226K Sell
1,621
-169
-9% -$21.7K 0.05% 229
2015
Q4 		$226K Sell
1,790
-4,821
-73% -$620K 0.06% 232
2015
Q3 		$784K Buy
6,611
+666
+11% +$81.9K 0.19% 105
2015
Q2 		$767K Buy
5,945
+289
+5% +$38.8K 0.19% 110
2015
Q1 		$780K Buy
+5,656
New +$779K 0.23% 98

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 $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gupta Wealth Management's MMM Position: Q1 2016 in Review

Gupta Wealth Management reduced its 3M (MMM) stake by 9.4% in Q1 2016, selling an estimated $21.7K and leaving 1,621 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #229.

Gupta Wealth Management first reported a position in MMM in Q1 2015 and has held it in 5 quarters since. The position peaked at $784K in Q3 2015. 1,613 funds tracked by Wall St. Rank hold MMM as of Q1 2016.

  • Gupta Wealth Management held 1,621 shares of 3M worth $226K as of Q1 2016.
  • Gupta Wealth Management sold 169 3M shares in Q1 2016, an estimated $21.7K.
  • 3M made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #229 holding.
  • Gupta Wealth Management first reported a position in 3M in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's 3M position peaked at $784K in Q3 2015.
  • 1,613 funds tracked by Wall St. Rank held 3M as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.