NWM
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Northwest Wealth Management’s General Mills GIS Stock Holding History

Northwest Wealth Management’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
-1,441
Closed -$75K – 261
2019
Q1 		$75K Hold
1,441
– – 0.06% 182
2018
Q4 		$56K Buy
1,441
+270
+23% +$11.4K 0.05% 196
2018
Q3 		$50K Buy
1,171
+580
+98% +$26.3K 0.04% 213
2018
Q2 		$26K Hold
591
– – 0.02% 277
2018
Q1 		$27K Buy
+591
New +$32.1K 0.02% 280

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northwest Wealth Management's GIS Position: Q2 2019 in Review

Northwest Wealth Management sold out of General Mills (GIS) in Q2 2019, closing a stake of 1,441 shares — an estimated $75K sold.

Northwest Wealth Management first reported a position in GIS in Q1 2018 and held it in 5 quarters. The position peaked at $75K in Q1 2019. 1,285 funds tracked by Wall St. Rank hold GIS as of Q2 2019.

  • Northwest Wealth Management reported no remaining General Mills position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,441 General Mills shares in Q2 2019, an estimated $75K.
  • Northwest Wealth Management first reported a position in General Mills in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's General Mills position peaked at $75K in Q1 2019.
  • 1,285 funds tracked by Wall St. Rank held General Mills as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.