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Aris Wealth Services’s General Mills GIS Stock Holding History

Aris Wealth 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
2015
Q3 		$486K Buy
8,666
+7,561
+684% +$433K 1.02% 26
2015
Q2 		$62K Buy
1,105
+10
+0.9% +$560 0.06% 178
2015
Q1 		$62K Buy
+1,095
New +$58.4K 0.06% 186

Other funds holding GIS

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Aris Wealth Services's GIS Position: Q3 2015 in Review

Aris Wealth Services increased its General Mills (GIS) stake by 684% in Q3 2015, buying an estimated $433K and bringing the position to 8,666 shares worth $486K. The position accounts for 1.02% of the portfolio, ranked #26.

Aris Wealth Services first reported a position in GIS in Q1 2015 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold GIS as of Q3 2015.

  • Aris Wealth Services held 8,666 shares of General Mills worth $486K as of Q3 2015.
  • Aris Wealth Services bought 7,561 General Mills shares in Q3 2015, an estimated $433K.
  • General Mills made up 1.02% of Aris Wealth Services's portfolio in Q3 2015, its #26 holding.
  • Aris Wealth Services first reported a position in General Mills in Q1 2015 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held General Mills as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.