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Rockefeller Financial Services’s 3M MMM Stock Holding History

Rockefeller Financial 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
2017
Q4 		$2.21M Sell
11,210
-1,256
-10% -$242K 0.03% 186
2017
Q3 		$2.19M Sell
12,466
-696
-5% -$121K 0.04% 149
2017
Q2 		$2.29M Hold
13,162
– – 0.05% 136
2017
Q1 		$2.11M Sell
13,162
-1,196
-8% -$183K 0.04% 140
2016
Q4 		$2.14M Buy
14,358
+68
+0.5% +$9.81K 0.04% 144
2016
Q3 		$2.1M Sell
14,290
-1,192
-8% -$178K 0.04% 140
2016
Q2 		$2.27M Buy
15,482
+153
+1% +$21.6K 0.05% 139
2016
Q1 		$2.14M Buy
15,329
+38
+0.2% +$4.88K 0.04% 140
2015
Q4 		$1.93M Hold
15,291
– – 0.04% 157
2015
Q3 		$1.81M Hold
15,291
– – 0.04% 157
2015
Q2 		$1.97M Sell
15,291
-616
-4% -$82.6K 0.04% 154
2015
Q1 		$2.19M Buy
15,907
+2,763
+21% +$381K 0.05% 149
2014
Q4 		$1.81M Sell
13,144
-132
-1% -$16.9K 0.04% 158
2014
Q3 		$1.57M Sell
13,276
-422
-3% -$50.7K 0.04% 183
2014
Q2 		$1.64M Sell
13,698
-752
-5% -$88.3K 0.04% 192
2014
Q1 		$1.64M Buy
14,450
+765
+6% +$85K 0.04% 194
2013
Q4 		$1.6M Buy
13,685
+41
+0.3% +$4.37K 0.03% 208
2013
Q3 		$1.36M Hold
13,644
– – 0.03% 209
2013
Q2 		$1.25M Buy
+13,644
New +$1.24M 0.03% 208

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Financial Services's MMM Position: Q4 2017 in Review

Rockefeller Financial Services reduced its 3M (MMM) stake by 10% in Q4 2017, selling an estimated $242K and leaving 11,210 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #186.

Rockefeller Financial Services first reported a position in MMM in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.29M in Q2 2017. 1,954 funds tracked by Wall St. Rank hold MMM as of Q4 2017.

  • Rockefeller Financial Services held 11,210 shares of 3M worth $2.21M as of Q4 2017.
  • Rockefeller Financial Services sold 1,256 3M shares in Q4 2017, an estimated $242K.
  • 3M made up 0.03% of Rockefeller Financial Services's portfolio in Q4 2017, its #186 holding.
  • Rockefeller Financial Services first reported a position in 3M in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's 3M position peaked at $2.29M in Q2 2017.
  • 1,954 funds tracked by Wall St. Rank held 3M as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.