DCLA
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Douglas C. Lane & Associates’s General Mills GIS Stock Holding History

Douglas C. Lane & Associates’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
2014
Q4 		– Sell
-5,173
Closed -$261K – 239
2014
Q3 		$261K Sell
5,173
-150
-3% -$7.87K 0.01% 197
2014
Q2 		$280K Sell
5,323
-1,629
-23% -$86.9K 0.01% 187
2014
Q1 		$360K Sell
6,952
-2,585
-27% -$128K 0.01% 169
2013
Q4 		$476K Sell
9,537
-2,430
-20% -$121K 0.02% 157
2013
Q3 		$573K Sell
11,967
-1,890
-14% -$94.9K 0.02% 149
2013
Q2 		$672K Buy
+13,857
New +$681K 0.03% 146

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Douglas C. Lane & Associates's GIS Position: Q4 2014 in Review

Douglas C. Lane & Associates sold out of General Mills (GIS) in Q4 2014, closing a stake of 5,173 shares — an estimated $261K sold.

Douglas C. Lane & Associates first reported a position in GIS in Q2 2013 and held it in 6 quarters. The position peaked at $672K in Q2 2013. 1,044 funds tracked by Wall St. Rank hold GIS as of Q4 2014.

  • Douglas C. Lane & Associates reported no remaining General Mills position as of Q4 2014 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 5,173 General Mills shares in Q4 2014, an estimated $261K.
  • Douglas C. Lane & Associates first reported a position in General Mills in Q2 2013 and held it in 6 quarters.
  • Douglas C. Lane & Associates's General Mills position peaked at $672K in Q2 2013.
  • 1,044 funds tracked by Wall St. Rank held General Mills as of Q4 2014.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2014, filed 21 Jan 2015.