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Concert Wealth Management’s General Mills GIS Stock Holding History

Concert 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
2017
Q2 		– Sell
-8,478
Closed -$523K – 259
2017
Q1 		$523K Hold
8,478
– – 0.12% 234
2016
Q4 		$523K Sell
8,478
-12,494
-60% -$774K 0.12% 244
2016
Q3 		$1.34M Sell
20,972
-2,307
-10% -$161K 0.16% 158
2016
Q2 		$1.66M Buy
23,279
+1,548
+7% +$98.5K 0.23% 114
2016
Q1 		$1.38M Sell
21,731
-785
-3% -$45.6K 0.18% 139
2015
Q4 		$1.3M Sell
22,516
-303
-1% -$17.4K 0.17% 142
2015
Q3 		$1.29M Buy
22,819
+124
+0.5% +$7.1K 0.17% 143
2015
Q2 		$1.27M Buy
22,695
+1,635
+8% +$91.6K 0.16% 153
2015
Q1 		$942K Buy
21,060
+1,820
+9% +$97.1K 0.27% 88
2014
Q4 		$1.02M Buy
19,240
+12,292
+177% +$636K 0.16% 172
2014
Q3 		$354K Sell
6,948
-181
-3% -$9.49K 0.05% 347
2014
Q2 		$351K Buy
7,129
+923
+15% +$49.2K 0.04% 378
2014
Q1 		$320K Sell
6,206
-2
-0% -$99 0.04% 390
2013
Q4 		$311K Buy
6,208
+1
+0% +$50 0.04% 367
2013
Q3 		$299K Buy
6,207
+155
+3% +$7.78K 0.04% 369
2013
Q2 		$293K Buy
+6,052
New +$298K 0.04% 346

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Concert Wealth Management's GIS Position: Q2 2017 in Review

Concert Wealth Management sold out of General Mills (GIS) in Q2 2017, closing a stake of 8,478 shares — an estimated $523K sold.

Concert Wealth Management first reported a position in GIS in Q2 2013 and held it in 16 quarters. The position peaked at $1.66M in Q2 2016. 1,185 funds tracked by Wall St. Rank hold GIS as of Q2 2017.

  • Concert Wealth Management reported no remaining General Mills position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,478 General Mills shares in Q2 2017, an estimated $523K.
  • Concert Wealth Management first reported a position in General Mills in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's General Mills position peaked at $1.66M in Q2 2016.
  • 1,185 funds tracked by Wall St. Rank held General Mills as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.