Ballew Advisors’s General Mills GIS Stock Holding History

Ballew Advisors’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 Q4	–	Sell	-600	Closed	-$26K	–	225
2018 Q3	$26K	Hold	600	–	–	0.02%	215
2018 Q2	$27K	Buy	600 +200	+50%	+$8.75K	0.03%	216
2018 Q1	$18K	Buy	+400	New	+$21.7K	0.02%	251

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ballew Advisors's GIS Position: Q4 2018 in Review

Ballew Advisors sold out of General Mills (GIS) in Q4 2018, closing a stake of 600 shares — an estimated $26K sold.

Ballew Advisors first reported a position in GIS in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 1,203 funds tracked by Wall St. Rank hold GIS as of Q4 2018.

Ballew Advisors reported no remaining General Mills position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 600 General Mills shares in Q4 2018, an estimated $26K.
Ballew Advisors first reported a position in General Mills in Q1 2018 and held it in 3 quarters.
Ballew Advisors's General Mills position peaked at $27K in Q2 2018.
1,203 funds tracked by Wall St. Rank held General Mills as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.