Lebenthal Wealth Advisors’s 3M MMM Stock Holding History

Lebenthal Wealth 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
2016 Q2	$408K	Buy	+2,789	New	+$393K	1.2%	28

Other funds holding MMM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lebenthal Wealth Advisors's MMM Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in 3M (MMM) in Q2 2016: 2,789 shares worth $408K. The stake represents 1.2% of the portfolio and ranks #28 among its holdings.

1,623 funds tracked by Wall St. Rank hold MMM as of Q2 2016.

Lebenthal Wealth Advisors held 2,789 shares of 3M worth $408K as of Q2 2016.
3M was a new Lebenthal Wealth Advisors position in Q2 2016.
3M made up 1.2% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #28 holding.
1,623 funds tracked by Wall St. Rank held 3M as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.