WI
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Welch Investments’s 3M MMM Stock Holding History

Welch Investments’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 		$5.06M Sell
25,708
-208
-0.8% -$40K 3.21% 11
2017
Q3 		$4.55M Buy
25,916
+155
+0.6% +$26.9K 3.14% 20
2017
Q2 		$4.48M Sell
25,761
-79
-0.3% -$13.2K 3.33% 10
2017
Q1 		$4.13M Buy
25,840
+1,352
+6% +$207K 3.28% 11
2016
Q4 		$3.66M Buy
+24,488
New +$3.53M 3.2% 17

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

Welch Investments's MMM Position: Q4 2017 in Review

Welch Investments reduced its 3M (MMM) stake by 0.8% in Q4 2017, selling an estimated $40K and leaving 25,708 shares worth $5.06M. The position accounts for 3.21% of the portfolio, ranked #11.

Welch Investments first reported a position in MMM in Q4 2016 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold MMM as of Q4 2017.

  • Welch Investments held 25,708 shares of 3M worth $5.06M as of Q4 2017.
  • Welch Investments sold 208 3M shares in Q4 2017, an estimated $40K.
  • 3M made up 3.21% of Welch Investments's portfolio in Q4 2017, its #11 holding.
  • Welch Investments first reported a position in 3M in Q4 2016 and has held it in 5 quarters since.
  • 1,954 funds tracked by Wall St. Rank held 3M as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.