Hefty Wealth Partners’s 3M MMM Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$80K	Sell	437 -93	-18%	-$18.4K	0.05%	121
2017 Q4	$104K	Hold	530	–	–	0.06%	104
2017 Q3	$93K	Sell	530 -127	-19%	-$22K	0.06%	102
2017 Q2	$114K	Sell	657 -6,830	-91%	-$1.14M	0.08%	89
2017 Q1	$1.2M	Buy	7,487 +30	+0.4%	+$4.6K	0.87%	43
2016 Q4	$1.11M	Buy	7,457 +261	+4%	+$37.7K	0.93%	34
2016 Q3	$1.06M	Buy	7,196 +1,124	+19%	+$168K	0.8%	41
2016 Q2	$889K	Buy	6,072 +128	+2%	+$18K	0.73%	46
2016 Q1	$828K	Buy	+5,944	New	+$764K	0.77%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Hefty Wealth Partners's MMM Position: Q1 2018 in Review

Hefty Wealth Partners reduced its 3M (MMM) stake by 18% in Q1 2018, selling an estimated $18.4K and leaving 437 shares worth $80K. The position accounts for 0.05% of the portfolio, ranked #121.

Hefty Wealth Partners first reported a position in MMM in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2017. 1,934 funds tracked by Wall St. Rank hold MMM as of Q1 2018.

Hefty Wealth Partners held 437 shares of 3M worth $80K as of Q1 2018.
Hefty Wealth Partners sold 93 3M shares in Q1 2018, an estimated $18.4K.
3M made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #121 holding.
Hefty Wealth Partners first reported a position in 3M in Q1 2016 and has held it in 9 quarters since.
Hefty Wealth Partners's 3M position peaked at $1.2M in Q1 2017.
1,934 funds tracked by Wall St. Rank held 3M as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.