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McKinley Carter Wealth Services’s General Mills GIS Stock Holding History

McKinley Carter 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
Q2 		– Sell
-385
Closed -$17K – 249
2018
Q1 		$17K Sell
385
-3,515
-90% -$191K 0.01% 341
2017
Q4 		$231K Sell
3,900
-625
-14% -$33.8K 0.08% 143
2017
Q3 		$234K Buy
4,525
+4
+0.1% +$219 0.09% 133
2017
Q2 		$250K Buy
4,521
+125
+3% +$7.13K 0.11% 115
2017
Q1 		$259K Buy
4,396
+53
+1% +$3.24K 0.12% 109
2016
Q4 		$268K Buy
4,343
+503
+13% +$31.2K 0.14% 101
2016
Q3 		$245K Buy
3,840
+3
+0.1% +$209 0.13% 108
2016
Q2 		$274K Buy
3,837
+3
+0.1% +$191 0.14% 102
2016
Q1 		$243K Buy
3,834
+188
+5% +$10.9K 0.13% 110
2015
Q4 		$210K Buy
3,646
+2
+0.1% +$115 0.12% 109
2015
Q3 		$205K Sell
3,644
-15
-0.4% -$859 0.13% 105
2015
Q2 		$204K Buy
+3,659
New +$205K 0.11% 118

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McKinley Carter Wealth Services's GIS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of General Mills (GIS) in Q2 2018, closing a stake of 385 shares — an estimated $17K sold.

McKinley Carter Wealth Services first reported a position in GIS in Q2 2015 and held it in 12 quarters. The position peaked at $274K in Q2 2016. 1,208 funds tracked by Wall St. Rank hold GIS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining General Mills position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 385 General Mills shares in Q2 2018, an estimated $17K.
  • McKinley Carter Wealth Services first reported a position in General Mills in Q2 2015 and held it in 12 quarters.
  • McKinley Carter Wealth Services's General Mills position peaked at $274K in Q2 2016.
  • 1,208 funds tracked by Wall St. Rank held General Mills as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.