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Peachtree Investment Advisors’s General Mills GIS Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-640
Closed -$36K – 162
2015
Q2 		$36K Hold
640
– – 0.03% 207
2015
Q1 		$36K Hold
640
– – 0.03% 213
2014
Q4 		$34K Sell
640
-150
-19% -$7.75K 0.02% 223
2014
Q3 		$40K Buy
+790
New +$41.4K 0.03% 218

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peachtree Investment Advisors's GIS Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of General Mills (GIS) in Q3 2015, closing a stake of 640 shares — an estimated $36K sold.

Peachtree Investment Advisors first reported a position in GIS in Q3 2014 and held it in 4 quarters. The position peaked at $40K in Q3 2014. 1,079 funds tracked by Wall St. Rank hold GIS as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining General Mills position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 640 General Mills shares in Q3 2015, an estimated $36K.
  • Peachtree Investment Advisors first reported a position in General Mills in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's General Mills position peaked at $40K in Q3 2014.
  • 1,079 funds tracked by Wall St. Rank held General Mills as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.