EVM
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Evelyn V. Moreno’s General Mills GIS Stock Holding History

Evelyn V. Moreno’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
Q3 		– Sell
-8,115
Closed -$449K – 68
2017
Q2 		$449K Sell
8,115
-33,630
-81% -$1.92M 0.14% 59
2017
Q1 		$2.46M Buy
41,745
+7,100
+20% +$434K 0.75% 46
2016
Q4 		$2.14M Sell
34,645
-18,300
-35% -$1.13M 0.77% 46
2016
Q3 		$3.38M Sell
52,945
-20,870
-28% -$1.45M 1.24% 42
2016
Q2 		$5.26M Sell
73,815
-125
-0.2% -$7.96K 2% 20
2016
Q1 		$4.68M Sell
73,940
-145
-0.2% -$8.43K 1.81% 25
2015
Q4 		$4.27M Hold
74,085
– – 1.78% 26
2015
Q3 		$4.16M Buy
74,085
+20
+0% +$1.15K 1.79% 21
2015
Q2 		$4.13M Sell
74,065
-425
-0.6% -$23.8K 1.64% 29
2015
Q1 		$4.22M Sell
74,490
-3,555
-5% -$190K 1.59% 31
2014
Q4 		$4.16M Buy
78,045
+275
+0.4% +$14.2K 1.53% 36
2014
Q3 		$3.92M Sell
77,770
-50
-0.1% -$2.62K 1.51% 35
2014
Q2 		$4.09M Sell
77,820
-180
-0.2% -$9.6K 1.54% 30
2014
Q1 		$4.04M Buy
78,000
+600
+0.8% +$29.7K 1.59% 27
2013
Q4 		$3.86M Buy
+77,400
New +$3.85M 1.59% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn V. Moreno's GIS Position: Q3 2017 in Review

Evelyn V. Moreno sold out of General Mills (GIS) in Q3 2017, closing a stake of 8,115 shares — an estimated $449K sold.

Evelyn V. Moreno first reported a position in GIS in Q4 2013 and held it in 15 quarters. The position peaked at $5.26M in Q2 2016. 1,119 funds tracked by Wall St. Rank hold GIS as of Q3 2017.

  • Evelyn V. Moreno reported no remaining General Mills position as of Q3 2017 after selling out during the quarter.
  • Evelyn V. Moreno sold 8,115 General Mills shares in Q3 2017, an estimated $449K.
  • Evelyn V. Moreno first reported a position in General Mills in Q4 2013 and held it in 15 quarters.
  • Evelyn V. Moreno's General Mills position peaked at $5.26M in Q2 2016.
  • 1,119 funds tracked by Wall St. Rank held General Mills as of Q3 2017.

Based on Evelyn V. Moreno's 13F filing for Q3 2017, filed 3 Nov 2017.