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Obermeyer Wealth Partners’s General Mills GIS Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-3,750
Closed -$222K – 115
2017
Q4 		$222K Buy
+3,750
New +$203K 0.02% 114
2017
Q3 		– Sell
-3,750
Closed -$208K – 121
2017
Q2 		$208K Hold
3,750
– – 0.02% 120
2017
Q1 		$221K Buy
+3,750
New +$229K 0.02% 122
2015
Q1 		– Sell
-4,100
Closed -$219K – 144
2014
Q4 		$219K Buy
+4,100
New +$212K 0.02% 132

Other funds holding GIS

BlackRock
BlackRock New York $5.72T 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Obermeyer Wealth Partners's GIS Position: Q1 2018 in Review

Obermeyer Wealth Partners sold out of General Mills (GIS) in Q1 2018, closing a stake of 3,750 shares — an estimated $222K sold.

Obermeyer Wealth Partners first reported a position in GIS in Q4 2014 and held it in 4 quarters. The position peaked at $222K in Q4 2017. 1,183 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Obermeyer Wealth Partners reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,750 General Mills shares in Q1 2018, an estimated $222K.
  • Obermeyer Wealth Partners first reported a position in General Mills in Q4 2014 and held it in 4 quarters.
  • Obermeyer Wealth Partners's General Mills position peaked at $222K in Q4 2017.
  • 1,183 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2018, filed 7 May 2018.