Long Wharf Investors’s 3M MMM Stock Holding History

Long Wharf Investors’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 Q2	$701K	Buy	5,857 +168	+3%	+$19.7K	0.55%	49
2014 Q1	$645K	Sell	5,689 -335	-6%	-$37.2K	0.55%	50
2013 Q4	$706K	Sell	6,024 -440	-7%	-$46.9K	0.64%	37
2013 Q3	$645K	Sell	6,464 -848	-12%	-$82.5K	0.61%	39
2013 Q2	$669K	Buy	+7,312	New	+$664K	0.66%	44

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Long Wharf Investors's MMM Position: Q2 2014 in Review

Long Wharf Investors increased its 3M (MMM) stake by 3% in Q2 2014, buying an estimated $19.7K and bringing the position to 5,857 shares worth $701K. The position accounts for 0.55% of the portfolio, ranked #49.

Long Wharf Investors first reported a position in MMM in Q2 2013 and has held it in 5 quarters since. The position peaked at $706K in Q4 2013. 1,425 funds tracked by Wall St. Rank hold MMM as of Q2 2014.

Long Wharf Investors held 5,857 shares of 3M worth $701K as of Q2 2014.
Long Wharf Investors bought 168 3M shares in Q2 2014, an estimated $19.7K.
3M made up 0.55% of Long Wharf Investors's portfolio in Q2 2014, its #49 holding.
Long Wharf Investors first reported a position in 3M in Q2 2013 and has held it in 5 quarters since.
Long Wharf Investors's 3M position peaked at $706K in Q4 2013.
1,425 funds tracked by Wall St. Rank held 3M as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.