Lehman Financial Resources’s General Mills GIS Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-850	Closed	-$47K	–	166
2015 Q3	$47K	Buy	850 +50	+6%	+$2.87K	0.02%	150
2015 Q2	$44K	Hold	800	–	–	0.02%	164
2015 Q1	$45K	Buy	800 +300	+60%	+$16K	0.02%	165
2014 Q4	$27K	Sell	500 -300	-38%	-$15.5K	0.01%	202
2014 Q3	$40K	Buy	800 +300	+60%	+$15.7K	0.02%	167
2014 Q2	$26K	Hold	500	–	–	0.01%	200
2014 Q1	$26K	Hold	500	–	–	0.01%	195
2013 Q4	$25K	Hold	500	–	–	0.02%	187
2013 Q3	$24K	Hold	500	–	–	0.02%	184
2013 Q2	$24K	Buy	+500	New	+$24.6K	0.02%	159

Other funds holding GIS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lehman Financial Resources's GIS Position: Q4 2015 in Review

Lehman Financial Resources sold out of General Mills (GIS) in Q4 2015, closing a stake of 850 shares — an estimated $47K sold.

Lehman Financial Resources first reported a position in GIS in Q2 2013 and held it in 10 quarters. The position peaked at $47K in Q3 2015. 1,131 funds tracked by Wall St. Rank hold GIS as of Q4 2015.

Lehman Financial Resources reported no remaining General Mills position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 850 General Mills shares in Q4 2015, an estimated $47K.
Lehman Financial Resources first reported a position in General Mills in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's General Mills position peaked at $47K in Q3 2015.
1,131 funds tracked by Wall St. Rank held General Mills as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.