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Groesbeck Investment Management’s General Mills GIS Stock Holding History

Groesbeck Investment 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
2014
Q4 		– Sell
-64,610
Closed -$3.26M – 93
2014
Q3 		$3.26M Sell
64,610
-9,114
-12% -$478K 1.55% 25
2014
Q2 		$3.87M Sell
73,724
-1,486
-2% -$79.2K 1.69% 21
2014
Q1 		$3.9M Buy
75,210
+22,472
+43% +$1.11M 1.75% 22
2013
Q4 		$2.63M Sell
52,738
-4,381
-8% -$218K 1.09% 42
2013
Q3 		$2.74M Sell
57,119
-5,428
-9% -$272K 1.19% 40
2013
Q2 		$3.04M Buy
+62,547
New +$3.08M 1.28% 39

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Groesbeck Investment Management's GIS Position: Q4 2014 in Review

Groesbeck Investment Management sold out of General Mills (GIS) in Q4 2014, closing a stake of 64,610 shares — an estimated $3.26M sold.

Groesbeck Investment Management first reported a position in GIS in Q2 2013 and held it in 6 quarters. The position peaked at $3.9M in Q1 2014. 1,044 funds tracked by Wall St. Rank hold GIS as of Q4 2014.

  • Groesbeck Investment Management reported no remaining General Mills position as of Q4 2014 after selling out during the quarter.
  • Groesbeck Investment Management sold 64,610 General Mills shares in Q4 2014, an estimated $3.26M.
  • Groesbeck Investment Management first reported a position in General Mills in Q2 2013 and held it in 6 quarters.
  • Groesbeck Investment Management's General Mills position peaked at $3.9M in Q1 2014.
  • 1,044 funds tracked by Wall St. Rank held General Mills as of Q4 2014.

Based on Groesbeck Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.