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Fiduciary Financial Services of The Southwest’s General Mills GIS Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q1 		– Sell
-12,323
Closed -$761K – 145
2016
Q4 		$761K Sell
12,323
-70
-0.6% -$4.34K 0.25% 100
2016
Q3 		$792K Sell
12,393
-5
-0% -$348 0.25% 98
2016
Q2 		$884K Hold
12,398
– – 0.28% 89
2016
Q1 		$785K Sell
12,398
-525
-4% -$30.5K 0.28% 90
2015
Q4 		$745K Buy
12,923
+543
+4% +$31.2K 0.26% 95
2015
Q3 		$695K Sell
12,380
-10
-0.1% -$573 0.24% 103
2015
Q2 		$690K Sell
12,390
-100
-0.8% -$5.6K 0.21% 110
2015
Q1 		$707K Sell
12,490
-495
-4% -$26.4K 0.21% 105
2014
Q4 		$692K Sell
12,985
-365
-3% -$18.9K 0.2% 109
2014
Q3 		$674K Sell
13,350
-160
-1% -$8.39K 0.19% 110
2014
Q2 		$710K Buy
13,510
+365
+3% +$19.5K 0.2% 108
2014
Q1 		$681K Sell
13,145
-205
-2% -$10.2K 0.21% 103
2013
Q4 		$666K Hold
13,350
– – 0.21% 99
2013
Q3 		$640K Hold
13,350
– – 0.21% 100
2013
Q2 		$648K Buy
+13,350
New +$657K 0.22% 97

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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's GIS Position: Q1 2017 in Review

Fiduciary Financial Services of The Southwest sold out of General Mills (GIS) in Q1 2017, closing a stake of 12,323 shares — an estimated $761K sold.

Fiduciary Financial Services of The Southwest first reported a position in GIS in Q2 2013 and held it in 15 quarters. The position peaked at $884K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold GIS as of Q1 2017.

  • Fiduciary Financial Services of The Southwest reported no remaining General Mills position as of Q1 2017 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 12,323 General Mills shares in Q1 2017, an estimated $761K.
  • Fiduciary Financial Services of The Southwest first reported a position in General Mills in Q2 2013 and held it in 15 quarters.
  • Fiduciary Financial Services of The Southwest's General Mills position peaked at $884K in Q2 2016.
  • 1,207 funds tracked by Wall St. Rank held General Mills as of Q1 2017.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2017, filed 12 May 2017.