PWM
GIS icon

Patriot Wealth Management’s General Mills GIS Stock Holding History

Patriot 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
2017
Q3 		– Sell
-60,647
Closed -$3.36M – 78
2017
Q2 		$3.36M Buy
60,647
+2,008
+3% +$115K 0.56% 59
2017
Q1 		$3.46M Buy
+58,639
New +$3.58M 0.55% 56
2016
Q3 		– Sell
-112,877
Closed -$8.05M – 70
2016
Q2 		$8.05M Buy
112,877
+3,008
+3% +$191K 1.59% 15
2016
Q1 		$6.96M Buy
109,869
+36,129
+49% +$2.1M 1.41% 22
2015
Q4 		$4.25M Buy
73,740
+396
+0.5% +$22.8K 0.88% 43
2015
Q3 		$4.12M Buy
73,344
+2,446
+3% +$140K 0.95% 40
2015
Q2 		$3.95M Buy
+70,898
New +$3.97M 0.88% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's GIS Position: Q3 2017 in Review

Patriot Wealth Management sold out of General Mills (GIS) in Q3 2017, closing a stake of 60,647 shares — an estimated $3.36M sold.

Patriot Wealth Management first reported a position in GIS in Q2 2015 and held it in 7 quarters. The position peaked at $8.05M in Q2 2016. 1,121 funds tracked by Wall St. Rank hold GIS as of Q3 2017.

  • Patriot Wealth Management reported no remaining General Mills position as of Q3 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 60,647 General Mills shares in Q3 2017, an estimated $3.36M.
  • Patriot Wealth Management first reported a position in General Mills in Q2 2015 and held it in 7 quarters.
  • Patriot Wealth Management's General Mills position peaked at $8.05M in Q2 2016.
  • 1,121 funds tracked by Wall St. Rank held General Mills as of Q3 2017.

Based on Patriot Wealth Management's 13F filing for Q3 2017, filed 3 Nov 2017.