EWM
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Edge Wealth Management’s General Mills GIS Stock Holding History

Edge 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
2019
Q1 		– Sell
-91,911
Closed -$3.58M – 575
2018
Q4 		$3.58M Sell
91,911
-101,864
-53% -$4.3M 1.01% 27
2018
Q3 		$8.32M Sell
193,775
-192
-0.1% -$8.69K 2% 18
2018
Q2 		$8.59M Buy
+193,967
New +$8.49M 2.18% 16
2017
Q3 		– Sell
-20
Closed -$1K – 544
2017
Q2 		$1K Buy
+20
New +$1.14K ﹤0.01% 499
2014
Q2 		– Sell
-200
Closed -$10K – 401
2014
Q1 		$10K Hold
200
– – ﹤0.01% 289
2013
Q4 		$10K Buy
+200
New +$9.96K ﹤0.01% 268

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's GIS Position: Q1 2019 in Review

Edge Wealth Management sold out of General Mills (GIS) in Q1 2019, closing a stake of 91,911 shares — an estimated $3.58M sold.

Edge Wealth Management first reported a position in GIS in Q4 2013 and held it in 6 quarters. The position peaked at $8.59M in Q2 2018. 1,281 funds tracked by Wall St. Rank hold GIS as of Q1 2019.

  • Edge Wealth Management reported no remaining General Mills position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 91,911 General Mills shares in Q1 2019, an estimated $3.58M.
  • Edge Wealth Management first reported a position in General Mills in Q4 2013 and held it in 6 quarters.
  • Edge Wealth Management's General Mills position peaked at $8.59M in Q2 2018.
  • 1,281 funds tracked by Wall St. Rank held General Mills as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.