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Catamount Wealth Management’s General Mills GIS Stock Holding History

Catamount Wealth 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
Q2 		– Sell
-3,000
Closed -$135K – 192
2018
Q1 		$135K Sell
3,000
-2,366
-44% -$128K 0.07% 46
2017
Q4 		$318K Buy
5,366
+3,066
+133% +$166K 0.18% 33
2017
Q3 		$119K Hold
2,300
– – 0.07% 45
2017
Q2 		$127K Hold
2,300
– – 0.08% 51
2017
Q1 		$136K Hold
2,300
– – 0.09% 47
2016
Q4 		$142K Hold
2,300
– – 0.12% 41
2016
Q3 		$144K Buy
+2,300
New +$160K 0.12% 40

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Catamount Wealth Management's GIS Position: Q2 2018 in Review

Catamount Wealth Management sold out of General Mills (GIS) in Q2 2018, closing a stake of 3,000 shares — an estimated $135K sold.

Catamount Wealth Management first reported a position in GIS in Q3 2016 and held it in 7 quarters. The position peaked at $318K in Q4 2017. 1,208 funds tracked by Wall St. Rank hold GIS as of Q2 2018.

  • Catamount Wealth Management reported no remaining General Mills position as of Q2 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 3,000 General Mills shares in Q2 2018, an estimated $135K.
  • Catamount Wealth Management first reported a position in General Mills in Q3 2016 and held it in 7 quarters.
  • Catamount Wealth Management's General Mills position peaked at $318K in Q4 2017.
  • 1,208 funds tracked by Wall St. Rank held General Mills as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.