WFG
MMM icon

Windsor Financial Group’s 3M MMM Stock Holding History

Windsor Financial Group’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
Q2 		$1.66M Buy
9,507
+63
+0.7% +$10.5K 0.77% 41
2017
Q1 		$1.51M Sell
9,444
-30
-0.3% -$4.6K 0.69% 44
2016
Q4 		$1.41M Buy
9,474
+2
+0% +$289 0.67% 44
2016
Q3 		$1.4M Buy
9,472
+2,583
+37% +$386K 0.66% 45
2016
Q2 		$1.18M Sell
6,889
-1,195
-15% -$169K 0.54% 48
2016
Q1 		$1.13M Hold
8,084
– – 0.51% 49
2015
Q4 		$1.02M Buy
8,084
+1
+0% +$129 0.5% 50
2015
Q3 		$958K Buy
8,083
+334
+4% +$41.1K 0.46% 48
2015
Q2 		$1M Buy
7,749
+99
+1% +$13.3K 0.43% 52
2015
Q1 		$1.05M Buy
7,650
+2,392
+45% +$330K 0.47% 56
2014
Q4 		$722K Buy
5,258
+2
+0% +$257 0.34% 59
2014
Q3 		$623K Sell
5,256
-228
-4% -$27.4K 0.3% 60
2014
Q2 		$657K Buy
5,484
+102
+2% +$12K 0.32% 58
2014
Q1 		$610K Sell
5,382
-36
-0.7% -$4K 0.31% 59
2013
Q4 		$635K Hold
5,418
– – 0.35% 58
2013
Q3 		$541K Hold
5,418
– – 0.33% 58
2013
Q2 		$495K Buy
+5,418
New +$492K 0.31% 56

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Financial Group's MMM Position: Q2 2017 in Review

Windsor Financial Group increased its 3M (MMM) stake by 0.67% in Q2 2017, buying an estimated $10.5K and bringing the position to 9,507 shares worth $1.66M. The position accounts for 0.77% of the portfolio, ranked #41.

Windsor Financial Group first reported a position in MMM in Q2 2013 and has held it in 17 quarters since. 1,752 funds tracked by Wall St. Rank hold MMM as of Q2 2017.

  • Windsor Financial Group held 9,507 shares of 3M worth $1.66M as of Q2 2017.
  • Windsor Financial Group bought 63 3M shares in Q2 2017, an estimated $10.5K.
  • 3M made up 0.77% of Windsor Financial Group's portfolio in Q2 2017, its #41 holding.
  • Windsor Financial Group first reported a position in 3M in Q2 2013 and has held it in 17 quarters since.
  • 1,752 funds tracked by Wall St. Rank held 3M as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.