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Mariner Wealth Advisors (Madison)’s General Mills GIS Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$15K Hold
325
– – 0.01% 123
2013
Q2 		$16K Buy
+325
New +$16K 0.01% 97

Other funds holding GIS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s GIS Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its General Mills (GIS) position steady in Q3 2013 at 325 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #123.

Mariner Wealth Advisors (Madison) first reported a position in GIS in Q2 2013 and has held it in 2 quarters since. The position peaked at $16K in Q2 2013. 948 funds tracked by Wall St. Rank hold GIS as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 325 shares of General Mills worth $15K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its General Mills share count unchanged in Q3 2013.
  • General Mills made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #123 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in General Mills in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s General Mills position peaked at $16K in Q2 2013.
  • 948 funds tracked by Wall St. Rank held General Mills as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.