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Smith & Howard Wealth Management’s 3M MMM Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-396
Closed -$46K – 152
2013
Q4 		$46K Buy
396
+276
+230% +$29.4K 0.03% 112
2013
Q3 		$12K Hold
120
– – 0.01% 196
2013
Q2 		$11K Buy
+120
New +$10.9K 0.01% 175

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith & Howard Wealth Management's MMM Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of 3M (MMM) in Q1 2014, closing a stake of 396 shares — an estimated $46K sold.

Smith & Howard Wealth Management first reported a position in MMM in Q2 2013 and held it in 3 quarters. The position peaked at $46K in Q4 2013. 1,417 funds tracked by Wall St. Rank hold MMM as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining 3M position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 396 3M shares in Q1 2014, an estimated $46K.
  • Smith & Howard Wealth Management first reported a position in 3M in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's 3M position peaked at $46K in Q4 2013.
  • 1,417 funds tracked by Wall St. Rank held 3M as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.