CI
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Cavalier Investments’s General Mills GIS Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-8,700
Closed -$537K – 159
2016
Q4 		$537K Hold
8,700
– – 0.35% 53
2016
Q3 		$556K Hold
8,700
– – 0.34% 64
2016
Q2 		$620K Hold
8,700
– – 0.36% 60
2016
Q1 		$551K Buy
+8,700
New +$506K 0.32% 56

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments's GIS Position: Q1 2017 in Review

Cavalier Investments sold out of General Mills (GIS) in Q1 2017, closing a stake of 8,700 shares — an estimated $537K sold.

Cavalier Investments first reported a position in GIS in Q1 2016 and held it in 4 quarters. The position peaked at $620K in Q2 2016. 1,206 funds tracked by Wall St. Rank hold GIS as of Q1 2017.

  • Cavalier Investments reported no remaining General Mills position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 8,700 General Mills shares in Q1 2017, an estimated $537K.
  • Cavalier Investments first reported a position in General Mills in Q1 2016 and held it in 4 quarters.
  • Cavalier Investments's General Mills position peaked at $620K in Q2 2016.
  • 1,206 funds tracked by Wall St. Rank held General Mills as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.