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Waverton Investment Management’s 3M MMM Stock Holding History

Waverton Investment 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
Q2 		– Sell
-47,445
Closed -$5.38M – 130
2014
Q1 		$5.38M Buy
+47,445
New +$5.27M 0.26% 63

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverton Investment Management's MMM Position: Q2 2014 in Review

Waverton Investment Management sold out of 3M (MMM) in Q2 2014, closing a stake of 47,445 shares — an estimated $5.38M sold.

Waverton Investment Management first reported a position in MMM in Q1 2014 and held it in 1 quarter. The position peaked at $5.38M in Q1 2014. 1,425 funds tracked by Wall St. Rank hold MMM as of Q2 2014.

  • Waverton Investment Management reported no remaining 3M position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 47,445 3M shares in Q2 2014, an estimated $5.38M.
  • Waverton Investment Management first reported a position in 3M in Q1 2014 and held it in 1 quarter.
  • Waverton Investment Management's 3M position peaked at $5.38M in Q1 2014.
  • 1,425 funds tracked by Wall St. Rank held 3M as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.