MWR
GIS icon

McAdams Wright Ragen’s General Mills GIS Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$341K Buy
6,778
+1,520
+29% +$79.7K 0.02% 318
2014
Q2 		$276K Hold
5,258
– – 0.02% 326
2014
Q1 		$272K Sell
5,258
-269
-5% -$13.3K 0.02% 314
2013
Q4 		$275K Buy
5,527
+72
+1% +$3.58K 0.02% 300
2013
Q3 		$261K Buy
5,455
+269
+5% +$13.5K 0.02% 283
2013
Q2 		$252K Buy
+5,186
New +$255K 0.02% 296

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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 $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McAdams Wright Ragen's GIS Position: Q3 2014 in Review

McAdams Wright Ragen increased its General Mills (GIS) stake by 29% in Q3 2014, buying an estimated $79.7K and bringing the position to 6,778 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #318.

McAdams Wright Ragen first reported a position in GIS in Q2 2013 and has held it in 6 quarters since. 991 funds tracked by Wall St. Rank hold GIS as of Q3 2014.

  • McAdams Wright Ragen held 6,778 shares of General Mills worth $341K as of Q3 2014.
  • McAdams Wright Ragen bought 1,520 General Mills shares in Q3 2014, an estimated $79.7K.
  • General Mills made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #318 holding.
  • McAdams Wright Ragen first reported a position in General Mills in Q2 2013 and has held it in 6 quarters since.
  • 991 funds tracked by Wall St. Rank held General Mills as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.