Lucia Wealth Services’s General Mills GIS Stock Holding History

Lucia Wealth Services’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 Q3	–	Sell	-11,418	Closed	-$505K	–	222
2018 Q2	$505K	Buy	+11,418	New	+$500K	0.22%	86

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Lucia Wealth Services's GIS Position: Q3 2018 in Review

Lucia Wealth Services sold out of General Mills (GIS) in Q3 2018, closing a stake of 11,418 shares — an estimated $505K sold.

Lucia Wealth Services first reported a position in GIS in Q2 2018 and held it in 1 quarter. The position peaked at $505K in Q2 2018. 1,199 funds tracked by Wall St. Rank hold GIS as of Q3 2018.

Lucia Wealth Services reported no remaining General Mills position as of Q3 2018 after selling out during the quarter.
Lucia Wealth Services sold 11,418 General Mills shares in Q3 2018, an estimated $505K.
Lucia Wealth Services first reported a position in General Mills in Q2 2018 and held it in 1 quarter.
Lucia Wealth Services's General Mills position peaked at $505K in Q2 2018.
1,199 funds tracked by Wall St. Rank held General Mills as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.