Advocacy Wealth Management Services’s General Mills GIS Stock Holding History

Advocacy Wealth Management Services’s Portfolio GIS Stock Details GIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-900	Closed	-$57K	–	338
2016 Q3	$57K	Sell	900 -450	-33%	-$31.3K	0.02%	105
2016 Q2	$96K	Hold	1,350	–	–	0.05%	98
2016 Q1	$86K	Sell	1,350 -200	-13%	-$11.6K	0.06%	137
2015 Q4	$89K	Buy	+1,550	New	+$89.2K	0.1%	128
2013 Q3	$76K	Buy	+1,500	New	+$75.3K	0.21%	84

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advocacy Wealth Management Services's GIS Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of General Mills (GIS) in Q4 2016, closing a stake of 900 shares — an estimated $57K sold.

Advocacy Wealth Management Services first reported a position in GIS in Q3 2013 and held it in 5 quarters. The position peaked at $96K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold GIS as of Q4 2016.

Advocacy Wealth Management Services reported no remaining General Mills position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 900 General Mills shares in Q4 2016, an estimated $57K.
Advocacy Wealth Management Services first reported a position in General Mills in Q3 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's General Mills position peaked at $96K in Q2 2016.
1,182 funds tracked by Wall St. Rank held General Mills as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.