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IBEX Wealth Advisors’s General Mills GIS Stock Holding History

IBEX 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
2020
Q2 		– Sell
-58,682
Closed -$3.1M – 100
2020
Q1 		$3.1M Buy
+58,682
New +$3.1M 1.21% 36
2017
Q1 		– Sell
-54
Closed -$3K – 185
2016
Q4 		$3K Buy
+54
New +$3.35K ﹤0.01% 414

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IBEX Wealth Advisors's GIS Position: Q2 2020 in Review

IBEX Wealth Advisors sold out of General Mills (GIS) in Q2 2020, closing a stake of 58,682 shares — an estimated $3.1M sold.

IBEX Wealth Advisors first reported a position in GIS in Q4 2016 and held it in 2 quarters. The position peaked at $3.1M in Q1 2020. 1,349 funds tracked by Wall St. Rank hold GIS as of Q2 2020.

  • IBEX Wealth Advisors reported no remaining General Mills position as of Q2 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 58,682 General Mills shares in Q2 2020, an estimated $3.1M.
  • IBEX Wealth Advisors first reported a position in General Mills in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's General Mills position peaked at $3.1M in Q1 2020.
  • 1,349 funds tracked by Wall St. Rank held General Mills as of Q2 2020.

Based on IBEX Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.