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Omnia Family Wealth’s 3M MMM Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-1,124
Closed -$195K – 355
2019
Q1 		$195K Hold
1,124
– – 0.1% 93
2018
Q4 		$179K Sell
1,124
-133
-11% -$22.1K 0.1% 93
2018
Q3 		$221K Hold
1,257
– – 0.1% 85
2018
Q2 		$207K Sell
1,257
-426
-25% -$72.7K 0.1% 85
2018
Q1 		$309K Buy
1,683
+598
+55% +$118K 0.14% 60
2017
Q4 		$213K Hold
1,085
– – 0.1% 86
2017
Q3 		$190K Sell
1,085
-97
-8% -$16.8K 0.09% 92
2017
Q2 		$206K Hold
1,182
– – 0.1% 85
2017
Q1 		$189K Buy
1,182
+34
+3% +$5.21K 0.09% 90
2016
Q4 		$171K Buy
+1,148
New +$166K 0.08% 95

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Omnia Family Wealth's MMM Position: Q2 2019 in Review

Omnia Family Wealth sold out of 3M (MMM) in Q2 2019, closing a stake of 1,124 shares — an estimated $195K sold.

Omnia Family Wealth first reported a position in MMM in Q4 2016 and held it in 10 quarters. The position peaked at $309K in Q1 2018. 1,932 funds tracked by Wall St. Rank hold MMM as of Q2 2019.

  • Omnia Family Wealth reported no remaining 3M position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 1,124 3M shares in Q2 2019, an estimated $195K.
  • Omnia Family Wealth first reported a position in 3M in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's 3M position peaked at $309K in Q1 2018.
  • 1,932 funds tracked by Wall St. Rank held 3M as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.