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Holistic Financial Partners’s 3M MMM Stock Holding History

Holistic Financial 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
2019
Q2 		– Sell
-1,324
Closed -$230K – 97
2019
Q1 		$230K Buy
+1,324
New +$223K 0.1% 101
2018
Q4 		– Sell
-1,238
Closed -$218K – 76
2018
Q3 		$218K Buy
+1,238
New +$213K 0.2% 69
2018
Q2 		– Sell
-1,221
Closed -$224K – 240
2018
Q1 		$224K Sell
1,221
-23
-2% -$4.56K 0.19% 62
2017
Q4 		$245K Buy
+1,244
New +$239K 0.2% 57

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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Holistic Financial Partners's MMM Position: Q2 2019 in Review

Holistic Financial Partners sold out of 3M (MMM) in Q2 2019, closing a stake of 1,324 shares — an estimated $230K sold.

Holistic Financial Partners first reported a position in MMM in Q4 2017 and held it in 4 quarters. The position peaked at $245K in Q4 2017. 1,932 funds tracked by Wall St. Rank hold MMM as of Q2 2019.

  • Holistic Financial Partners reported no remaining 3M position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 1,324 3M shares in Q2 2019, an estimated $230K.
  • Holistic Financial Partners first reported a position in 3M in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's 3M position peaked at $245K in Q4 2017.
  • 1,932 funds tracked by Wall St. Rank held 3M as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.