Hefty Wealth Partners’s General Mills GIS Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$25K	Hold	558	–	–	0.02%	162
2017 Q4	$33K	Hold	558	–	–	0.02%	153
2017 Q3	$29K	Hold	558	–	–	0.02%	149
2017 Q2	$30K	Hold	558	–	–	0.02%	140
2017 Q1	$32K	Sell	558 -922	-62%	-$56.4K	0.02%	139
2016 Q4	$91K	Buy	1,480 +7	+0.5%	+$434	0.08%	84
2016 Q3	$94K	Sell	1,473 -29,560	-95%	-$2.06M	0.07%	94
2016 Q2	$2.21M	Buy	31,033 +3,948	+15%	+$251K	1.83%	16
2016 Q1	$1.72M	Buy	27,085 +15,366	+131%	+$893K	1.6%	15
2015 Q4	$675K	Buy	+11,719	New	+$674K	0.64%	55

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hefty Wealth Partners's GIS Position: Q1 2018 in Review

Hefty Wealth Partners held its General Mills (GIS) position steady in Q1 2018 at 558 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #162.

Hefty Wealth Partners first reported a position in GIS in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.21M in Q2 2016. 1,183 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

Hefty Wealth Partners held 558 shares of General Mills worth $25K as of Q1 2018.
Hefty Wealth Partners left its General Mills share count unchanged in Q1 2018.
General Mills made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #162 holding.
Hefty Wealth Partners first reported a position in General Mills in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's General Mills position peaked at $2.21M in Q2 2016.
1,183 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.