Independence Advisors’s 3M MMM Stock Holding History

Independence 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
2019 Q2	–	Sell	-1,331	Closed	-$231K	–	104
2019 Q1	$231K	Hold	1,331	–	–	0.07%	81
2018 Q4	$212K	Sell	1,331 -79	-6%	-$13.1K	0.07%	78
2018 Q3	$248K	Buy	1,410 +76	+6%	+$13.1K	0.07%	75
2018 Q2	$219K	Sell	1,334 -44	-3%	-$7.51K	0.07%	73
2018 Q1	$253K	Buy	1,378 +44	+3%	+$8.72K	0.08%	63
2017 Q4	$262K	Hold	1,334	–	–	0.09%	64
2017 Q3	$234K	Hold	1,334	–	–	0.09%	63
2017 Q2	$232K	Sell	1,334 -133	-9%	-$22.2K	0.09%	66
2017 Q1	$235K	Sell	1,467 -30	-2%	-$4.6K	0.1%	65
2016 Q4	$224K	Sell	1,497 -28	-2%	-$4.04K	0.1%	62
2016 Q3	$225K	Buy	1,525 +141	+10%	+$21.1K	0.11%	66
2016 Q2	$203K	Buy	+1,384	New	+$195K	0.11%	51

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Independence Advisors's MMM Position: Q2 2019 in Review

Independence Advisors sold out of 3M (MMM) in Q2 2019, closing a stake of 1,331 shares — an estimated $231K sold.

Independence Advisors first reported a position in MMM in Q2 2016 and held it in 12 quarters. The position peaked at $262K in Q4 2017. 1,932 funds tracked by Wall St. Rank hold MMM as of Q2 2019.

Independence Advisors reported no remaining 3M position as of Q2 2019 after selling out during the quarter.
Independence Advisors sold 1,331 3M shares in Q2 2019, an estimated $231K.
Independence Advisors first reported a position in 3M in Q2 2016 and held it in 12 quarters.
Independence Advisors's 3M position peaked at $262K in Q4 2017.
1,932 funds tracked by Wall St. Rank held 3M as of Q2 2019.

Based on Independence Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.