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Lucus Advisors’s 3M MMM Stock Holding History

Lucus 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
2015
Q4 		– Sell
-3,806
Closed -$451K – 330
2015
Q3 		$451K Sell
3,806
-46
-1% -$5.66K 0.25% 121
2015
Q2 		$497K Buy
3,852
+1,343
+54% +$180K 0.24% 167
2015
Q1 		$346K Buy
+2,509
New +$346K 0.18% 247

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Lucus Advisors's MMM Position: Q4 2015 in Review

Lucus Advisors sold out of 3M (MMM) in Q4 2015, closing a stake of 3,806 shares — an estimated $451K sold.

Lucus Advisors first reported a position in MMM in Q1 2015 and held it in 3 quarters. The position peaked at $497K in Q2 2015. 1,584 funds tracked by Wall St. Rank hold MMM as of Q4 2015.

  • Lucus Advisors reported no remaining 3M position as of Q4 2015 after selling out during the quarter.
  • Lucus Advisors sold 3,806 3M shares in Q4 2015, an estimated $451K.
  • Lucus Advisors first reported a position in 3M in Q1 2015 and held it in 3 quarters.
  • Lucus Advisors's 3M position peaked at $497K in Q2 2015.
  • 1,584 funds tracked by Wall St. Rank held 3M as of Q4 2015.

Based on Lucus Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.