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Bruderman Asset Management’s General Mills GIS Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-2,230
Closed -$115K – 277
2019
Q1 		$115K Hold
2,230
– – 0.03% 177
2018
Q4 		$87K Buy
2,230
+300
+16% +$12.7K 0.02% 193
2018
Q3 		$83K Hold
1,930
– – 0.02% 165
2018
Q2 		$85K Sell
1,930
-4,092
-68% -$179K 0.02% 172
2018
Q1 		$271K Sell
6,022
-750
-11% -$40.7K 0.06% 112
2017
Q4 		$402K Sell
6,772
-2,258
-25% -$122K 0.1% 94
2017
Q3 		$467K Sell
9,030
-223
-2% -$12.2K 0.12% 89
2017
Q2 		$513K Sell
9,253
-6,566
-42% -$375K 0.14% 88
2017
Q1 		$933K Sell
15,819
-1,262
-7% -$77.2K 0.27% 63
2016
Q4 		$1.05M Sell
17,081
-849
-5% -$52.6K 0.32% 65
2016
Q3 		$1.15M Sell
17,930
-1,318
-7% -$91.7K 0.34% 58
2016
Q2 		$1.37M Buy
19,248
+135
+0.7% +$8.59K 0.43% 50
2016
Q1 		$1.21M Buy
19,113
+6,667
+54% +$388K 0.42% 53
2015
Q4 		$718K Sell
12,446
-5,826
-32% -$335K 0.27% 63
2015
Q3 		$1.03M Sell
18,272
-1,280
-7% -$73.3K 0.4% 52
2015
Q2 		$1.09M Sell
19,552
-2,389
-11% -$134K 0.42% 51
2015
Q1 		$1.24M Buy
+21,941
New +$1.17M 0.48% 50

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bruderman Asset Management's GIS Position: Q2 2019 in Review

Bruderman Asset Management sold out of General Mills (GIS) in Q2 2019, closing a stake of 2,230 shares — an estimated $115K sold.

Bruderman Asset Management first reported a position in GIS in Q1 2015 and held it in 17 quarters. The position peaked at $1.37M in Q2 2016. 1,285 funds tracked by Wall St. Rank hold GIS as of Q2 2019.

  • Bruderman Asset Management reported no remaining General Mills position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 2,230 General Mills shares in Q2 2019, an estimated $115K.
  • Bruderman Asset Management first reported a position in General Mills in Q1 2015 and held it in 17 quarters.
  • Bruderman Asset Management's General Mills position peaked at $1.37M in Q2 2016.
  • 1,285 funds tracked by Wall St. Rank held General Mills as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.