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Kiley Juergens Wealth Management’s General Mills GIS Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-3,017
Closed -$129K – 267
2018
Q3 		$129K Buy
3,017
+1,568
+108% +$71K 0.1% 135
2018
Q2 		$64K Buy
+1,449
New +$63.4K 0.06% 177
2018
Q1 		– Sell
-60
Closed -$3K – 285
2017
Q4 		$3K Buy
+60
New +$3.25K ﹤0.01% 613

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiley Juergens Wealth Management's GIS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of General Mills (GIS) in Q4 2018, closing a stake of 3,017 shares — an estimated $129K sold.

Kiley Juergens Wealth Management first reported a position in GIS in Q4 2017 and held it in 3 quarters. The position peaked at $129K in Q3 2018. 1,203 funds tracked by Wall St. Rank hold GIS as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining General Mills position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 3,017 General Mills shares in Q4 2018, an estimated $129K.
  • Kiley Juergens Wealth Management first reported a position in General Mills in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's General Mills position peaked at $129K in Q3 2018.
  • 1,203 funds tracked by Wall St. Rank held General Mills as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.