MFW
GIS icon

Mosaic Family Wealth’s General Mills GIS Stock Holding History

Mosaic Family Wealth’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
-600
Closed -$31K – 343
2019
Q1 		$31K Sell
600
-440
-42% -$19.9K 0.01% 377
2018
Q4 		$40K Sell
1,040
-2,000
-66% -$84.5K 0.02% 332
2018
Q3 		$138K Hold
3,040
– – 0.06% 186
2018
Q2 		$135K Sell
3,040
-222
-7% -$9.72K 0.05% 195
2018
Q1 		$147K Hold
3,262
– – 0.05% 191
2017
Q4 		$194K Sell
3,262
-20
-0.6% -$1.08K 0.07% 168
2017
Q3 		$170K Buy
3,282
+440
+15% +$24.1K 0.07% 207
2017
Q2 		$157K Sell
2,842
-596
-17% -$34K 0.07% 205
2017
Q1 		$203K Hold
3,438
– – 0.09% 170
2016
Q4 		$212K Hold
3,438
– – 0.1% 158
2016
Q3 		$220K Buy
3,438
+596
+21% +$41.5K 0.1% 158
2016
Q2 		$203K Hold
2,842
– – 0.1% 161
2016
Q1 		$180K Hold
2,842
– – 0.09% 155
2015
Q4 		$163K Buy
+2,842
New +$164K 0.07% 162

Other funds holding GIS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return