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Lee Financial Group Hawaii’s General Mills GIS Stock Holding History

Lee Financial Group Hawaii’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 		– Sell
-18,522
Closed -$1.1M – 32
2017
Q4 		$1.1M Buy
+18,522
New +$1M 1.02% 32

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lee Financial Group Hawaii's GIS Position: Q1 2018 in Review

Lee Financial Group Hawaii sold out of General Mills (GIS) in Q1 2018, closing a stake of 18,522 shares — an estimated $1.1M sold.

Lee Financial Group Hawaii first reported a position in GIS in Q4 2017 and held it in 1 quarter. The position peaked at $1.1M in Q4 2017. 1,185 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Lee Financial Group Hawaii reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 18,522 General Mills shares in Q1 2018, an estimated $1.1M.
  • Lee Financial Group Hawaii first reported a position in General Mills in Q4 2017 and held it in 1 quarter.
  • Lee Financial Group Hawaii's General Mills position peaked at $1.1M in Q4 2017.
  • 1,185 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2018, filed 25 Apr 2018.