Polaris Wealth Advisory Group’s 3M MMM Stock Holding History

Polaris Wealth Advisory 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 Q1	–	Sell	-169,980	Closed	-$25.7M	–	157
2019 Q4	$25.7M	Buy	+169,980	New	+$23.8M	1.72%	26
2018 Q4	–	Sell	-890	Closed	-$157K	–	327
2018 Q3	$157K	Sell	890 -112,724	-99%	-$19.4M	0.01%	171
2018 Q2	$20.9M	Sell	113,614 -134	-0.1%	-$22.9K	1.76%	26
2018 Q1	$20.9M	Buy	+113,748	New	+$22.5M	1.7%	26
2014 Q2	–	Sell	-239	Closed	-$27K	–	117
2014 Q1	$27K	Hold	239	–	–	0.01%	107
2013 Q4	$28K	Hold	239	–	–	0.01%	113
2013 Q3	$23.9K	Hold	239	–	–	0.01%	97
2013 Q2	$21.9K	Buy	+239	New	+$21.7K	0.01%	107

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polaris Wealth Advisory Group's MMM Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of 3M (MMM) in Q1 2020, closing a stake of 169,980 shares — an estimated $25.7M sold.

Polaris Wealth Advisory Group first reported a position in MMM in Q2 2013 and held it in 8 quarters. The position peaked at $25.7M in Q4 2019. 1,957 funds tracked by Wall St. Rank hold MMM as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining 3M position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 169,980 3M shares in Q1 2020, an estimated $25.7M.
Polaris Wealth Advisory Group first reported a position in 3M in Q2 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's 3M position peaked at $25.7M in Q4 2019.
1,957 funds tracked by Wall St. Rank held 3M as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.