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LVW Advisors’s General Mills GIS Stock Holding History

LVW Advisors’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
2019
Q1 		– Sell
-33,235
Closed -$1.29M – 178
2018
Q4 		$1.29M Sell
33,235
-19,228
-37% -$812K 0.44% 50
2018
Q3 		$2.25M Sell
52,463
-3,206
-6% -$145K 0.63% 39
2018
Q2 		$2.46M Buy
55,669
+4,607
+9% +$202K 0.78% 34
2018
Q1 		$2.3M Sell
51,062
-14,188
-22% -$770K 0.71% 37
2017
Q4 		$3.87M Buy
65,250
+8,050
+14% +$435K 1.13% 20
2017
Q3 		$2.96M Buy
57,200
+11,809
+26% +$647K 1.18% 24
2017
Q2 		$2.52M Buy
+45,391
New +$2.59M 0.88% 31
2015
Q1 		– Sell
-14,576
Closed -$777K – 155
2014
Q4 		$777K Buy
+14,576
New +$754K 0.43% 51

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LVW Advisors's GIS Position: Q1 2019 in Review

LVW Advisors sold out of General Mills (GIS) in Q1 2019, closing a stake of 33,235 shares — an estimated $1.29M sold.

LVW Advisors first reported a position in GIS in Q4 2014 and held it in 8 quarters. The position peaked at $3.87M in Q4 2017. 1,281 funds tracked by Wall St. Rank hold GIS as of Q1 2019.

  • LVW Advisors reported no remaining General Mills position as of Q1 2019 after selling out during the quarter.
  • LVW Advisors sold 33,235 General Mills shares in Q1 2019, an estimated $1.29M.
  • LVW Advisors first reported a position in General Mills in Q4 2014 and held it in 8 quarters.
  • LVW Advisors's General Mills position peaked at $3.87M in Q4 2017.
  • 1,281 funds tracked by Wall St. Rank held General Mills as of Q1 2019.

Based on LVW Advisors's 13F filing for Q1 2019, filed 3 May 2019.