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Pacific Wealth Strategies Group’s 3M MMM Stock Holding History

Pacific Wealth Strategies Group’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
2020
Q3 		– Sell
-21,639
Closed -$2.82M – 87
2020
Q2 		$2.82M Buy
21,639
+3,398
+19% +$428K 1.57% 21
2020
Q1 		$2.08M Buy
18,241
+4,031
+28% +$530K 1.42% 25
2019
Q4 		$2.1M Buy
14,210
+316
+2% +$44.3K 1.16% 33
2019
Q3 		$1.91M Buy
13,894
+1,072
+8% +$150K 1.18% 30
2019
Q2 		$1.86M Buy
12,822
+134
+1% +$20.6K 1.16% 33
2019
Q1 		$2.2M Sell
12,688
-63
-0.5% -$10.6K 1.42% 27
2018
Q4 		$2.03M Buy
12,751
+299
+2% +$49.6K 1.46% 28
2018
Q3 		$2.19M Buy
12,452
+174
+1% +$30K 1.4% 24
2018
Q2 		$2.02M Sell
12,278
-218
-2% -$37.2K 1.39% 23
2018
Q1 		$2.29M Buy
12,496
+85
+0.7% +$16.8K 1.63% 22
2017
Q4 		$2.44M Sell
12,411
-627
-5% -$121K 1.74% 18
2017
Q3 		$2.29M Sell
13,038
-816
-6% -$141K 1.81% 15
2017
Q2 		$2.41M Sell
13,854
-256
-2% -$42.8K 2.06% 13
2017
Q1 		$2.26M Sell
14,110
-396
-3% -$60.7K 1.96% 14
2016
Q4 		$2.17M Buy
+14,506
New +$2.09M 2.13% 14

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacific Wealth Strategies Group's MMM Position: Q3 2020 in Review

Pacific Wealth Strategies Group sold out of 3M (MMM) in Q3 2020, closing a stake of 21,639 shares — an estimated $2.82M sold.

Pacific Wealth Strategies Group first reported a position in MMM in Q4 2016 and held it in 15 quarters. The position peaked at $2.82M in Q2 2020. 2,027 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Pacific Wealth Strategies Group reported no remaining 3M position as of Q3 2020 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 21,639 3M shares in Q3 2020, an estimated $2.82M.
  • Pacific Wealth Strategies Group first reported a position in 3M in Q4 2016 and held it in 15 quarters.
  • Pacific Wealth Strategies Group's 3M position peaked at $2.82M in Q2 2020.
  • 2,027 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2020, filed 22 Oct 2020.