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KMS Financial Services’s 3M MMM Stock Holding History

KMS Financial Services’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
2014
Q3 		$4.55M Buy
38,430
+902
+2% +$108K 0.64% 26
2014
Q2 		$4.49M Buy
37,528
+7,819
+26% +$918K 0.64% 25
2014
Q1 		$3.37M Buy
29,709
+8,894
+43% +$988K 0.53% 36
2013
Q4 		$2.44M Buy
20,815
+13,280
+176% +$1.41M 0.41% 51
2013
Q3 		$752K Buy
7,535
+913
+14% +$88.8K 0.18% 136
2013
Q2 		$605K Buy
+6,622
New +$601K 0.17% 151

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KMS Financial Services's MMM Position: Q3 2014 in Review

KMS Financial Services increased its 3M (MMM) stake by 2.4% in Q3 2014, buying an estimated $108K and bringing the position to 38,430 shares worth $4.55M. The position accounts for 0.64% of the portfolio, ranked #26.

KMS Financial Services first reported a position in MMM in Q2 2013 and has held it in 6 quarters since. 1,435 funds tracked by Wall St. Rank hold MMM as of Q3 2014.

  • KMS Financial Services held 38,430 shares of 3M worth $4.55M as of Q3 2014.
  • KMS Financial Services bought 902 3M shares in Q3 2014, an estimated $108K.
  • 3M made up 0.64% of KMS Financial Services's portfolio in Q3 2014, its #26 holding.
  • KMS Financial Services first reported a position in 3M in Q2 2013 and has held it in 6 quarters since.
  • 1,435 funds tracked by Wall St. Rank held 3M as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.