Measured Wealth Private Client Group’s General Mills GIS Stock Holding History

Measured Wealth Private Client Group’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 Q2	–	Sell	-8,104	Closed	-$419K	–	209
2019 Q1	$419K	Buy	+8,104	New	+$367K	0.26%	79
2018 Q4	–	Sell	-7,186	Closed	-$305K	–	335
2018 Q3	$305K	Buy	7,186 +240	+3%	+$10.9K	0.18%	108
2018 Q2	$307K	Buy	+6,946	New	+$304K	0.25%	95

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Measured Wealth Private Client Group's GIS Position: Q2 2019 in Review

Measured Wealth Private Client Group sold out of General Mills (GIS) in Q2 2019, closing a stake of 8,104 shares — an estimated $419K sold.

Measured Wealth Private Client Group first reported a position in GIS in Q2 2018 and held it in 3 quarters. The position peaked at $419K in Q1 2019. 1,285 funds tracked by Wall St. Rank hold GIS as of Q2 2019.

Measured Wealth Private Client Group reported no remaining General Mills position as of Q2 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 8,104 General Mills shares in Q2 2019, an estimated $419K.
Measured Wealth Private Client Group first reported a position in General Mills in Q2 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's General Mills position peaked at $419K in Q1 2019.
1,285 funds tracked by Wall St. Rank held General Mills as of Q2 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2019, filed 26 Jul 2019.