Integrated Wealth Management (Palm Desert)’s 3M MMM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$563K	Buy	3,521 +69	+2%	+$10.6K	0.19%	126
2016 Q4	$515K	Sell	3,452 -214	-6%	-$30.9K	0.19%	130
2016 Q3	$540K	Sell	3,666 -270	-7%	-$40.3K	0.19%	116
2016 Q2	$576K	Buy	3,936 +23	+0.6%	+$3.24K	0.22%	98
2016 Q1	$545K	Buy	3,913 +25	+0.6%	+$3.21K	0.23%	95
2015 Q4	$490K	Buy	3,888 +26	+0.7%	+$3.34K	0.21%	98
2015 Q3	$458K	Sell	3,862 -259	-6%	-$31.8K	0.2%	101
2015 Q2	$532K	Buy	4,121 +196	+5%	+$26.3K	0.21%	100
2015 Q1	$541K	Buy	+3,925	New	+$541K	0.23%	96

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s MMM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its 3M (MMM) stake by 2% in Q1 2017, buying an estimated $10.6K and bringing the position to 3,521 shares worth $563K. The position accounts for 0.19% of the portfolio, ranked #126.

Integrated Wealth Management (Palm Desert) first reported a position in MMM in Q1 2015 and has held it in 9 quarters since. The position peaked at $576K in Q2 2016. 1,711 funds tracked by Wall St. Rank hold MMM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,521 shares of 3M worth $563K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 69 3M shares in Q1 2017, an estimated $10.6K.
3M made up 0.19% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #126 holding.
Integrated Wealth Management (Palm Desert) first reported a position in 3M in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s 3M position peaked at $576K in Q2 2016.
1,711 funds tracked by Wall St. Rank held 3M as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.