EisnerAmper Wealth Management Corporate Benefits’s General Mills GIS Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-13,177	Closed	-$740K	–	48
2015 Q3	$740K	Buy	13,177 +937	+8%	+$53.7K	0.52%	36
2015 Q2	$682K	Sell	12,240 -703	-5%	-$39.4K	0.52%	30
2015 Q1	$733K	Buy	12,943 +610	+5%	+$32.5K	0.55%	32
2014 Q4	$657K	Buy	+12,333	New	+$638K	0.52%	40

Other funds holding GIS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's GIS Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of General Mills (GIS) in Q4 2015, closing a stake of 13,177 shares — an estimated $740K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in GIS in Q4 2014 and held it in 4 quarters. The position peaked at $740K in Q3 2015. 1,131 funds tracked by Wall St. Rank hold GIS as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining General Mills position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 13,177 General Mills shares in Q4 2015, an estimated $740K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in General Mills in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's General Mills position peaked at $740K in Q3 2015.
1,131 funds tracked by Wall St. Rank held General Mills as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.