MWM
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Marietta Wealth Management’s 3M MMM Stock Holding History

Marietta 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
2017
Q4 		– Sell
-1,732
Closed -$304K – 117
2017
Q3 		$304K Sell
1,732
-32
-2% -$5.55K 0.17% 104
2017
Q2 		$307K Hold
1,764
– – 0.19% 101
2017
Q1 		$282K Sell
1,764
-151
-8% -$23.2K 0.19% 101
2016
Q4 		$286K Buy
+1,915
New +$276K 0.23% 106

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marietta Wealth Management's MMM Position: Q4 2017 in Review

Marietta Wealth Management sold out of 3M (MMM) in Q4 2017, closing a stake of 1,732 shares — an estimated $304K sold.

Marietta Wealth Management first reported a position in MMM in Q4 2016 and held it in 4 quarters. The position peaked at $307K in Q2 2017. 1,954 funds tracked by Wall St. Rank hold MMM as of Q4 2017.

  • Marietta Wealth Management reported no remaining 3M position as of Q4 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 1,732 3M shares in Q4 2017, an estimated $304K.
  • Marietta Wealth Management first reported a position in 3M in Q4 2016 and held it in 4 quarters.
  • Marietta Wealth Management's 3M position peaked at $307K in Q2 2017.
  • 1,954 funds tracked by Wall St. Rank held 3M as of Q4 2017.

Based on Marietta Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.