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HCR Wealth Advisors’s General Mills GIS Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-6,198
Closed -$219K – 181
2018
Q4 		$219K Buy
+6,198
New +$262K 0.07% 142
2018
Q1 		– Sell
-5,879
Closed -$315K – 174
2017
Q4 		$315K Sell
5,879
-280
-5% -$15.1K 0.11% 133
2017
Q3 		$289K Buy
6,159
+1,086
+21% +$59.5K 0.12% 132
2017
Q2 		$250K Sell
5,073
-120
-2% -$6.85K 0.12% 117
2017
Q1 		$273K Sell
5,193
-35
-0.7% -$2.14K 0.14% 122
2016
Q4 		$288K Buy
+5,228
New +$324K 0.15% 112

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HCR Wealth Advisors's GIS Position: Q1 2019 in Review

HCR Wealth Advisors sold out of General Mills (GIS) in Q1 2019, closing a stake of 6,198 shares — an estimated $219K sold.

HCR Wealth Advisors first reported a position in GIS in Q4 2016 and held it in 6 quarters. The position peaked at $315K in Q4 2017. 1,281 funds tracked by Wall St. Rank hold GIS as of Q1 2019.

  • HCR Wealth Advisors reported no remaining General Mills position as of Q1 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 6,198 General Mills shares in Q1 2019, an estimated $219K.
  • HCR Wealth Advisors first reported a position in General Mills in Q4 2016 and held it in 6 quarters.
  • HCR Wealth Advisors's General Mills position peaked at $315K in Q4 2017.
  • 1,281 funds tracked by Wall St. Rank held General Mills as of Q1 2019.

Based on HCR Wealth Advisors's 13F filing for Q1 2019, filed 10 May 2019.