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Executive Wealth Management’s General Mills GIS Stock Holding History

Executive 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
Q3 		– Sell
-346
Closed -$18K – 384
2019
Q2 		$18K Sell
346
-558
-62% -$28.8K ﹤0.01% 486
2019
Q1 		$47K Sell
904
-842
-48% -$38.1K 0.01% 278
2018
Q4 		$68K Buy
+1,746
New +$73.8K 0.01% 240

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Executive Wealth Management's GIS Position: Q3 2019 in Review

Executive Wealth Management sold out of General Mills (GIS) in Q3 2019, closing a stake of 346 shares — an estimated $18K sold.

Executive Wealth Management first reported a position in GIS in Q4 2018 and held it in 3 quarters. The position peaked at $68K in Q4 2018. 1,271 funds tracked by Wall St. Rank hold GIS as of Q3 2019.

  • Executive Wealth Management reported no remaining General Mills position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 346 General Mills shares in Q3 2019, an estimated $18K.
  • Executive Wealth Management first reported a position in General Mills in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's General Mills position peaked at $68K in Q4 2018.
  • 1,271 funds tracked by Wall St. Rank held General Mills as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.