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Andesa Financial Management’s General Mills GIS Stock Holding History

Andesa Financial Management’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
2018
Q1 		– Sell
-3,738
Closed -$222K – 58
2017
Q4 		$222K Buy
+3,738
New +$202K 0.33% 63

Other funds holding GIS

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Andesa Financial Management's GIS Position: Q1 2018 in Review

Andesa Financial Management sold out of General Mills (GIS) in Q1 2018, closing a stake of 3,738 shares — an estimated $222K sold.

Andesa Financial Management first reported a position in GIS in Q4 2017 and held it in 1 quarter. The position peaked at $222K in Q4 2017. 1,184 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Andesa Financial Management reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Andesa Financial Management sold 3,738 General Mills shares in Q1 2018, an estimated $222K.
  • Andesa Financial Management first reported a position in General Mills in Q4 2017 and held it in 1 quarter.
  • Andesa Financial Management's General Mills position peaked at $222K in Q4 2017.
  • 1,184 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Andesa Financial Management's 13F filing for Q1 2018, filed 18 Sep 2018.