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Omnia Family Wealth’s General Mills GIS Stock Holding History

Omnia 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
2018
Q1 		– Sell
-120
Closed -$7K – 612
2017
Q4 		$7K Sell
120
-76
-39% -$4.11K ﹤0.01% 311
2017
Q3 		$10K Sell
196
-104
-35% -$5.7K ﹤0.01% 270
2017
Q2 		$17K Buy
300
+89
+42% +$5.08K 0.01% 227
2017
Q1 		$12K Sell
211
-28
-12% -$1.71K 0.01% 257
2016
Q4 		$15K Buy
+239
New +$14.8K 0.01% 238

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

Omnia Family Wealth's GIS Position: Q1 2018 in Review

Omnia Family Wealth sold out of General Mills (GIS) in Q1 2018, closing a stake of 120 shares — an estimated $7K sold.

Omnia Family Wealth first reported a position in GIS in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q2 2017. 1,183 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Omnia Family Wealth reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 120 General Mills shares in Q1 2018, an estimated $7K.
  • Omnia Family Wealth first reported a position in General Mills in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's General Mills position peaked at $17K in Q2 2017.
  • 1,183 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.