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Peloton Wealth Strategists’s General Mills GIS Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-17,500
Closed -$933K – 76
2014
Q4 		$933K Sell
17,500
-1,600
-8% -$82.7K 0.71% 56
2014
Q3 		$964K Buy
+19,100
New +$1M 0.76% 54
2014
Q2 		– Sell
-51,100
Closed -$2.65M – 82
2014
Q1 		$2.65M Buy
51,100
+1,600
+3% +$79.2K 2.17% 13
2013
Q4 		$2.47M Sell
49,500
-1,700
-3% -$84.6K 2% 18
2013
Q3 		$2.45M Hold
51,200
– – 2.06% 16
2013
Q2 		$2.48M Buy
+51,200
New +$2.52M 2.24% 9

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Peloton Wealth Strategists's GIS Position: Q1 2015 in Review

Peloton Wealth Strategists sold out of General Mills (GIS) in Q1 2015, closing a stake of 17,500 shares — an estimated $933K sold.

Peloton Wealth Strategists first reported a position in GIS in Q2 2013 and held it in 6 quarters. The position peaked at $2.65M in Q1 2014. 1,051 funds tracked by Wall St. Rank hold GIS as of Q1 2015.

  • Peloton Wealth Strategists reported no remaining General Mills position as of Q1 2015 after selling out during the quarter.
  • Peloton Wealth Strategists sold 17,500 General Mills shares in Q1 2015, an estimated $933K.
  • Peloton Wealth Strategists first reported a position in General Mills in Q2 2013 and held it in 6 quarters.
  • Peloton Wealth Strategists's General Mills position peaked at $2.65M in Q1 2014.
  • 1,051 funds tracked by Wall St. Rank held General Mills as of Q1 2015.

Based on Peloton Wealth Strategists's 13F filing for Q1 2015, filed 15 May 2015.