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Independence Trust’s 3M MMM Stock Holding History

Independence Trust’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
Q4 		$5.03M Hold
25,568
– – 5.56% 3
2017
Q3 		$4.49M Buy
25,568
+1,130
+5% +$196K 5.12% 4
2017
Q2 		$4.25M Buy
24,438
+1,359
+6% +$227K 5.05% 3
2017
Q1 		$3.69M Sell
23,079
-113
-0.5% -$17.3K 4.75% 4
2016
Q4 		$3.46M Sell
23,192
-301
-1% -$43.4K 4.75% 4
2016
Q3 		$3.46M Buy
23,493
+1,112
+5% +$166K 5.67% 4
2016
Q2 		$3.28M Sell
22,381
-95
-0.4% -$13.4K 5.04% 4
2016
Q1 		$3.13M Sell
22,476
-4,042
-15% -$519K 4.94% 4
2015
Q4 		$3.34M Buy
26,518
+326
+1% +$41.9K 4.35% 6
2015
Q3 		$3.1M Sell
26,192
-120
-0.5% -$14.8K 3.19% 6
2015
Q2 		$3.4M Sell
26,312
-167
-0.6% -$22.4K 2.29% 8
2015
Q1 		$3.65M Buy
26,479
+1,674
+7% +$231K 2.31% 7
2014
Q4 		$3.41M Buy
24,805
+947
+4% +$122K 2.06% 7
2014
Q3 		$2.83M Sell
23,858
-514
-2% -$61.8K 1.87% 10
2014
Q2 		$2.92M Sell
24,372
-132
-0.5% -$15.5K 1.87% 11
2014
Q1 		$2.78M Sell
24,504
-148
-0.6% -$16.4K 1.92% 11
2013
Q4 		$2.89M Hold
24,652
– – 1.97% 10
2013
Q3 		$2.46M Sell
24,652
-132
-0.5% -$12.8K 1.82% 10
2013
Q2 		$2.27M Buy
+24,784
New +$2.25M 1.63% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independence Trust's MMM Position: Q4 2017 in Review

Independence Trust held its 3M (MMM) position steady in Q4 2017 at 25,568 shares worth $5.03M. The position accounts for 5.56% of the portfolio, ranked #3.

Independence Trust first reported a position in MMM in Q2 2013 and has held it in 19 quarters since. 1,955 funds tracked by Wall St. Rank hold MMM as of Q4 2017.

  • Independence Trust held 25,568 shares of 3M worth $5.03M as of Q4 2017.
  • Independence Trust left its 3M share count unchanged in Q4 2017.
  • 3M made up 5.56% of Independence Trust's portfolio in Q4 2017, its #3 holding.
  • Independence Trust first reported a position in 3M in Q2 2013 and has held it in 19 quarters since.
  • 1,955 funds tracked by Wall St. Rank held 3M as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.