Sharkey, Howes & Javer’s 3M MMM Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-570	Closed	-$83K	–	125
2019 Q2	$83K	Sell	570 -152	-21%	-$23.4K	0.04%	92
2019 Q1	$125K	Buy	722 +152	+27%	+$25.6K	0.06%	73
2018 Q4	$91K	Sell	570 -152	-21%	-$25.2K	0.06%	81
2018 Q3	$127K	Hold	722	–	–	0.07%	71
2018 Q2	$119K	Hold	722	–	–	0.07%	64
2018 Q1	$132K	Hold	722	–	–	0.07%	49
2017 Q4	$142K	Hold	722	–	–	0.08%	44
2017 Q3	$131K	Hold	722	–	–	0.07%	54
2017 Q2	$126K	Hold	722	–	–	0.07%	50
2017 Q1	$116K	Hold	722	–	–	0.06%	49
2016 Q4	$108K	Hold	722	–	–	0.07%	55
2016 Q3	$106K	Hold	722	–	–	0.06%	56
2016 Q2	$106K	Hold	722	–	–	0.07%	60
2016 Q1	$101K	Hold	722	–	–	0.07%	58
2015 Q4	$91K	Hold	722	–	–	0.06%	64
2015 Q3	$85K	Hold	722	–	–	0.07%	65
2015 Q2	$93K	Sell	722 -775	-52%	-$104K	0.07%	44
2015 Q1	$207K	Buy	+1,497	New	+$206K	0.13%	40

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 $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Massachusetts Financial Services

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

Geode Capital Management

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return