BWFM
GIS icon

Bridgewater Wealth & Financial Management’s General Mills GIS Stock Holding History

Bridgewater Wealth & 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
2017
Q3 		– Sell
-5,164
Closed -$286K – 62
2017
Q2 		$286K Buy
5,164
+220
+4% +$12.6K 0.1% 85
2017
Q1 		$292K Sell
4,944
-247
-5% -$15.1K 0.11% 81
2016
Q4 		$321K Buy
5,191
+8
+0.2% +$496 0.12% 77
2016
Q3 		$331K Buy
5,183
+7
+0.1% +$487 0.12% 74
2016
Q2 		$369K Sell
5,176
-146
-3% -$9.29K 0.13% 71
2016
Q1 		$337K Buy
+5,322
New +$309K 0.12% 77

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's GIS Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of General Mills (GIS) in Q3 2017, closing a stake of 5,164 shares — an estimated $286K sold.

Bridgewater Wealth & Financial Management first reported a position in GIS in Q1 2016 and held it in 6 quarters. The position peaked at $369K in Q2 2016. 1,119 funds tracked by Wall St. Rank hold GIS as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining General Mills position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 5,164 General Mills shares in Q3 2017, an estimated $286K.
  • Bridgewater Wealth & Financial Management first reported a position in General Mills in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's General Mills position peaked at $369K in Q2 2016.
  • 1,119 funds tracked by Wall St. Rank held General Mills as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.