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 – 545
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return