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Mariner Wealth Advisors (Cincinnati)’s 3M MMM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$29.8M Buy
169,035
+5,919
+4% +$1.02M 1.64% 11
2018
Q2 		$26.8M Buy
163,116
+4,974
+3% +$849K 1.59% 13
2018
Q1 		$29M Buy
158,142
+587
+0.4% +$116K 1.79% 8
2017
Q4 		$31M Buy
157,555
+17
+0% +$3.27K 1.88% 7
2017
Q3 		$27.6M Buy
157,538
+2,448
+2% +$424K 1.79% 10
2017
Q2 		$27M Buy
155,090
+744
+0.5% +$124K 1.88% 7
2017
Q1 		$24.7M Buy
154,346
+2,222
+1% +$341K 1.78% 10
2016
Q4 		$22.7M Buy
152,124
+554
+0.4% +$79.9K 1.77% 9
2016
Q3 		$22.3M Buy
151,570
+496
+0.3% +$74.1K 1.9% 7
2016
Q2 		$22.1M Buy
151,074
+3,723
+3% +$525K 1.98% 9
2016
Q1 		$20.5M Buy
147,351
+3,121
+2% +$401K 2.01% 10
2015
Q4 		$18.2M Buy
+144,230
New +$18.5M 1.77% 14
2015
Q1 		$17.8M Sell
128,791
-5,624
-4% -$775K 2.5% 8
2014
Q4 		$18.5M Buy
134,415
+1,295
+1% +$166K 2.67% 8
2014
Q3 		$15.8M Sell
133,120
-3,273
-2% -$393K 2.53% 9
2014
Q2 		$16.3M Buy
136,393
+1,489
+1% +$175K 2.58% 6
2014
Q1 		$15.3M Buy
134,904
+4,150
+3% +$461K 2.48% 10
2013
Q4 		$15.3M Sell
130,754
-122
-0.1% -$13K 2.53% 8
2013
Q3 		$13.1M Buy
130,876
+1,960
+2% +$191K 2.42% 9
2013
Q2 		$11.8M Buy
+128,916
New +$11.7M 2.34% 14

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MMM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its 3M (MMM) stake by 3.6% in Q3 2018, buying an estimated $1.02M and bringing the position to 169,035 shares worth $29.8M. The position accounts for 1.64% of the portfolio, ranked #11.

Mariner Wealth Advisors (Cincinnati) first reported a position in MMM in Q2 2013 and has held it in 20 quarters since. The position peaked at $31M in Q4 2017. 1,896 funds tracked by Wall St. Rank hold MMM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 169,035 shares of 3M worth $29.8M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 5,919 3M shares in Q3 2018, an estimated $1.02M.
  • 3M made up 1.64% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #11 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in 3M in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s 3M position peaked at $31M in Q4 2017.
  • 1,896 funds tracked by Wall St. Rank held 3M as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.