JSA
MMM icon

Jacobson & Schmitt Advisors’s 3M MMM Stock Holding History

Jacobson & Schmitt 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
2018
Q3 		– Sell
-1,318
Closed -$217K – 47
2018
Q2 		$217K Hold
1,318
– – 0.14% 46
2018
Q1 		$242K Hold
1,318
– – 0.16% 42
2017
Q4 		$259K Hold
1,318
– – 0.18% 41
2017
Q3 		$231K Sell
1,318
-108
-8% -$18.7K 0.15% 43
2017
Q2 		$248K Sell
1,426
-478
-25% -$79.9K 0.17% 43
2017
Q1 		$305K Buy
+1,904
New +$292K 0.21% 38

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobson & Schmitt Advisors's MMM Position: Q3 2018 in Review

Jacobson & Schmitt Advisors sold out of 3M (MMM) in Q3 2018, closing a stake of 1,318 shares — an estimated $217K sold.

Jacobson & Schmitt Advisors first reported a position in MMM in Q1 2017 and held it in 6 quarters. The position peaked at $305K in Q1 2017. 1,897 funds tracked by Wall St. Rank hold MMM as of Q3 2018.

  • Jacobson & Schmitt Advisors reported no remaining 3M position as of Q3 2018 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 1,318 3M shares in Q3 2018, an estimated $217K.
  • Jacobson & Schmitt Advisors first reported a position in 3M in Q1 2017 and held it in 6 quarters.
  • Jacobson & Schmitt Advisors's 3M position peaked at $305K in Q1 2017.
  • 1,897 funds tracked by Wall St. Rank held 3M as of Q3 2018.

Based on Jacobson & Schmitt Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.