JWM
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Jacobus Wealth Management’s 3M MMM Stock Holding History

Jacobus Wealth Management’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
2015
Q2 		– Sell
-832
Closed -$115K – 318
2015
Q1 		$115K Hold
832
– – 0.03% 282
2014
Q4 		$114K Sell
832
-348
-29% -$44.7K 0.03% 276
2014
Q3 		$140K Sell
1,180
-2,070
-64% -$249K 0.04% 250
2014
Q2 		$389K Sell
3,250
-119
-4% -$14K 0.1% 161
2014
Q1 		$382K Buy
+3,369
New +$374K 0.09% 162
2013
Q4 		– Sell
-2,763
Closed -$276K – 314
2013
Q3 		$276K Hold
2,763
– – 0.1% 147
2013
Q2 		$253K Buy
+2,763
New +$251K 0.09% 148

Other funds holding MMM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobus Wealth Management's MMM Position: Q2 2015 in Review

Jacobus Wealth Management sold out of 3M (MMM) in Q2 2015, closing a stake of 832 shares — an estimated $115K sold.

Jacobus Wealth Management first reported a position in MMM in Q2 2013 and held it in 7 quarters. The position peaked at $389K in Q2 2014. 1,555 funds tracked by Wall St. Rank hold MMM as of Q2 2015.

  • Jacobus Wealth Management reported no remaining 3M position as of Q2 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 832 3M shares in Q2 2015, an estimated $115K.
  • Jacobus Wealth Management first reported a position in 3M in Q2 2013 and held it in 7 quarters.
  • Jacobus Wealth Management's 3M position peaked at $389K in Q2 2014.
  • 1,555 funds tracked by Wall St. Rank held 3M as of Q2 2015.

Based on Jacobus Wealth Management's 13F filing for Q2 2015, filed 3 Aug 2015.