GWM
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Gupta Wealth Management’s General Mills GIS Stock Holding History

Gupta 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
2016
Q1 		$340K Sell
5,362
-509
-9% -$29.6K 0.08% 177
2015
Q4 		$339K Sell
5,871
-610
-9% -$35.1K 0.09% 177
2015
Q3 		$364K Sell
6,481
-1,227
-16% -$70.3K 0.09% 167
2015
Q2 		$429K Buy
7,708
+677
+10% +$37.9K 0.11% 163
2015
Q1 		$398K Buy
+7,031
New +$375K 0.12% 150

Other funds holding GIS

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

Gupta Wealth Management's GIS Position: Q1 2016 in Review

Gupta Wealth Management reduced its General Mills (GIS) stake by 8.7% in Q1 2016, selling an estimated $29.6K and leaving 5,362 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #177.

Gupta Wealth Management first reported a position in GIS in Q1 2015 and has held it in 5 quarters since. The position peaked at $429K in Q2 2015. 1,162 funds tracked by Wall St. Rank hold GIS as of Q1 2016.

  • Gupta Wealth Management held 5,362 shares of General Mills worth $340K as of Q1 2016.
  • Gupta Wealth Management sold 509 General Mills shares in Q1 2016, an estimated $29.6K.
  • General Mills made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #177 holding.
  • Gupta Wealth Management first reported a position in General Mills in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's General Mills position peaked at $429K in Q2 2015.
  • 1,162 funds tracked by Wall St. Rank held General Mills as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.