Integrated Wealth Management (Palm Desert)’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Other funds holding GIS
Integrated Wealth Management (Palm Desert)'s GIS Position: Q1 2017 in Review
Integrated Wealth Management (Palm Desert) increased its General Mills (GIS) stake by 0.62% in Q1 2017, buying an estimated $3.3K and bringing the position to 8,801 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #130.
Integrated Wealth Management (Palm Desert) first reported a position in GIS in Q1 2015 and has held it in 9 quarters since. The position peaked at $550K in Q2 2016. 1,207 funds tracked by Wall St. Rank hold GIS as of Q1 2017.
- Integrated Wealth Management (Palm Desert) held 8,801 shares of General Mills worth $519K as of Q1 2017.
- Integrated Wealth Management (Palm Desert) bought 54 General Mills shares in Q1 2017, an estimated $3.3K.
- General Mills made up 0.17% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #130 holding.
- Integrated Wealth Management (Palm Desert) first reported a position in General Mills in Q1 2015 and has held it in 9 quarters since.
- Integrated Wealth Management (Palm Desert)'s General Mills position peaked at $550K in Q2 2016.
- 1,207 funds tracked by Wall St. Rank held General Mills as of Q1 2017.
Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.