Gary Goldberg Planning Services’s General Mills GIS Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$1.23M	Sell	23,140 -2,242	-9%	-$116K	0.52%	43
2014 Q3	$1.28M	Sell	25,382 -664	-3%	-$34.8K	0.53%	45
2014 Q2	$1.37M	Buy	26,046 +937	+4%	+$50K	0.6%	41
2014 Q1	$1.3M	Sell	25,109 -1,093	-4%	-$54.1K	0.64%	41
2013 Q4	$1.31M	Sell	26,202 -3,269	-11%	-$163K	0.76%	34
2013 Q3	$1.41M	Sell	29,471 -1,800	-6%	-$90.3K	0.86%	33
2013 Q2	$1.52M	Buy	+31,271	New	+$1.54M	0.97%	30

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gary Goldberg Planning Services's GIS Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its General Mills (GIS) stake by 8.8% in Q4 2014, selling an estimated $116K and leaving 23,140 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #43.

Gary Goldberg Planning Services first reported a position in GIS in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2013. 1,044 funds tracked by Wall St. Rank hold GIS as of Q4 2014.

Gary Goldberg Planning Services held 23,140 shares of General Mills worth $1.23M as of Q4 2014.
Gary Goldberg Planning Services sold 2,242 General Mills shares in Q4 2014, an estimated $116K.
General Mills made up 0.52% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #43 holding.
Gary Goldberg Planning Services first reported a position in General Mills in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's General Mills position peaked at $1.52M in Q2 2013.
1,044 funds tracked by Wall St. Rank held General Mills as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.