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Partnervest Advisory Services’s 3M MMM Stock Holding History

Partnervest Advisory Services’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 		$295K Buy
2,204
+62
+3% +$8.34K 0.09% 173
2020
Q2 		$279K Sell
2,142
-65
-3% -$8.19K 0.11% 155
2020
Q1 		$252K Buy
2,207
+353
+19% +$46.4K 0.11% 151
2019
Q4 		$274K Sell
1,854
-930
-33% -$130K 0.1% 161
2019
Q3 		$383K Buy
2,784
+1,064
+62% +$149K 0.14% 130
2019
Q2 		$249K Buy
1,720
+4
+0.2% +$616 0.1% 174
2019
Q1 		$298K Buy
1,716
+75
+5% +$12.6K 0.12% 149
2018
Q4 		$261K Sell
1,641
-851
-34% -$141K 0.13% 156
2018
Q3 		$439K Buy
2,492
+1,009
+68% +$174K 0.17% 121
2018
Q2 		$244K Sell
1,483
-1,092
-42% -$186K 0.11% 167
2018
Q1 		$473K Sell
2,575
-188
-7% -$37.3K 0.23% 96
2017
Q4 		$544K Buy
2,763
+158
+6% +$30.4K 0.26% 84
2017
Q3 		$457K Sell
2,605
-9
-0.3% -$1.56K 0.22% 104
2017
Q2 		$455K Buy
2,614
+95
+4% +$15.9K 0.21% 103
2017
Q1 		$403K Sell
2,519
-156
-6% -$23.9K 0.18% 115
2016
Q4 		$399K Buy
2,675
+61
+2% +$8.8K 0.18% 112
2016
Q3 		$385K Buy
2,614
+72
+3% +$10.8K 0.18% 122
2016
Q2 		$372K Sell
2,542
-199
-7% -$28.1K 0.18% 114
2016
Q1 		$382K Buy
2,741
+986
+56% +$127K 0.2% 107
2015
Q4 		$221K Buy
+1,755
New +$226K 0.12% 148
2015
Q3 		– Sell
-1,642
Closed -$212K – 179
2015
Q2 		$212K Sell
1,642
-5
-0.3% -$671 0.11% 171
2015
Q1 		$227K Buy
1,647
+181
+12% +$24.9K 0.12% 135
2014
Q4 		$201K Buy
+1,466
New +$188K 0.1% 146
2014
Q3 		– Sell
-1,288
Closed -$154K – 547
2014
Q2 		$154K Buy
1,288
+588
+84% +$69K 0.07% 184
2014
Q1 		$79K Buy
700
+61
+10% +$6.78K 0.04% 263
2013
Q4 		$75K Sell
639
-1,416
-69% -$151K 0.03% 251
2013
Q3 		$205K Buy
2,055
+1,114
+118% +$108K 0.1% 117
2013
Q2 		$86K Buy
+941
New +$85.4K 0.04% 172

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

Partnervest Advisory Services's MMM Position: Q3 2020 in Review

Partnervest Advisory Services increased its 3M (MMM) stake by 2.9% in Q3 2020, buying an estimated $8.34K and bringing the position to 2,204 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #173.

Partnervest Advisory Services first reported a position in MMM in Q2 2013 and has held it in 28 quarters since. The position peaked at $544K in Q4 2017. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Partnervest Advisory Services held 2,204 shares of 3M worth $295K as of Q3 2020.
  • Partnervest Advisory Services bought 62 3M shares in Q3 2020, an estimated $8.34K.
  • 3M made up 0.09% of Partnervest Advisory Services's portfolio in Q3 2020, its #173 holding.
  • Partnervest Advisory Services first reported a position in 3M in Q2 2013 and has held it in 28 quarters since.
  • Partnervest Advisory Services's 3M position peaked at $544K in Q4 2017.
  • 2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.