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Retirement Design & Management’s 3M MMM Stock Holding History

Retirement Design & Management’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
2016
Q3 		– Sell
-3,191
Closed -$467K – 37
2016
Q2 		$467K Buy
3,191
+1,361
+74% +$192K 0.29% 52
2016
Q1 		$255K Hold
1,830
– – 0.18% 59
2015
Q4 		$230K Buy
+1,830
New +$235K 0.13% 67
2015
Q3 		– Sell
-1,650
Closed -$213K – 73
2015
Q2 		$213K Sell
1,650
-120
-7% -$16.1K 0.18% 71
2015
Q1 		$244K Hold
1,770
– – 0.21% 67
2014
Q4 		$243K Buy
+1,770
New +$227K 0.18% 70

Other funds holding MMM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Design & Management's MMM Position: Q3 2016 in Review

Retirement Design & Management sold out of 3M (MMM) in Q3 2016, closing a stake of 3,191 shares — an estimated $467K sold.

Retirement Design & Management first reported a position in MMM in Q4 2014 and held it in 6 quarters. The position peaked at $467K in Q2 2016. 1,649 funds tracked by Wall St. Rank hold MMM as of Q3 2016.

  • Retirement Design & Management reported no remaining 3M position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 3,191 3M shares in Q3 2016, an estimated $467K.
  • Retirement Design & Management first reported a position in 3M in Q4 2014 and held it in 6 quarters.
  • Retirement Design & Management's 3M position peaked at $467K in Q2 2016.
  • 1,649 funds tracked by Wall St. Rank held 3M as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.