Independent Portfolio Consultants’s General Mills GIS Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$56K	Buy	1,015 +90	+10%	+$5.14K	0.02%	502
2017 Q1	$55K	Sell	925 -26	-3%	-$1.59K	0.02%	548
2016 Q4	$59K	Buy	951 +126	+15%	+$7.8K	0.02%	523
2016 Q3	$53K	Buy	825 +345	+72%	+$24K	0.02%	528
2016 Q2	$34K	Sell	480 -180	-27%	-$11.5K	0.01%	590
2016 Q1	$42K	Buy	660 +370	+128%	+$21.5K	0.01%	598
2015 Q4	$17K	Sell	290 -170	-37%	-$9.78K	0.01%	681
2015 Q3	$26K	Buy	+460	New	+$26.4K	0.01%	662
2015 Q2	–	Sell	-30	Closed	-$2K	–	928
2015 Q1	$2K	Buy	+30	New	+$1.6K	﹤0.01%	860

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's GIS Position: Q2 2017 in Review

Independent Portfolio Consultants increased its General Mills (GIS) stake by 9.7% in Q2 2017, buying an estimated $5.14K and bringing the position to 1,015 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #502.

Independent Portfolio Consultants first reported a position in GIS in Q1 2015 and has held it in 9 quarters since. The position peaked at $59K in Q4 2016. 1,186 funds tracked by Wall St. Rank hold GIS as of Q2 2017.

Independent Portfolio Consultants held 1,015 shares of General Mills worth $56K as of Q2 2017.
Independent Portfolio Consultants bought 90 General Mills shares in Q2 2017, an estimated $5.14K.
General Mills made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #502 holding.
Independent Portfolio Consultants first reported a position in General Mills in Q1 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's General Mills position peaked at $59K in Q4 2016.
1,186 funds tracked by Wall St. Rank held General Mills as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.