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Vontobel Swiss Wealth Advisors’s 3M MMM Stock Holding History

Vontobel Swiss Wealth Advisors’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
-1,555
Closed -$229K – 94
2019
Q4 		$229K Sell
1,555
-1,196
-43% -$168K 0.15% 90
2019
Q3 		$378K Hold
2,751
– – 0.24% 74
2019
Q2 		$399K Buy
+2,751
New +$423K 0.21% 90

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's MMM Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of 3M (MMM) in Q1 2020, closing a stake of 1,555 shares — an estimated $229K sold.

Vontobel Swiss Wealth Advisors first reported a position in MMM in Q2 2019 and held it in 3 quarters. The position peaked at $399K in Q2 2019. 1,957 funds tracked by Wall St. Rank hold MMM as of Q1 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining 3M position as of Q1 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,555 3M shares in Q1 2020, an estimated $229K.
  • Vontobel Swiss Wealth Advisors first reported a position in 3M in Q2 2019 and held it in 3 quarters.
  • Vontobel Swiss Wealth Advisors's 3M position peaked at $399K in Q2 2019.
  • 1,957 funds tracked by Wall St. Rank held 3M as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.