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Polaris Wealth Advisory Group’s General Mills GIS Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q1 		– Sell
-7,561
Closed -$436K – 118
2015
Q4 		$436K Buy
+7,561
New +$435K 0.07% 91

Other funds holding GIS

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
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 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Polaris Wealth Advisory Group's GIS Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of General Mills (GIS) in Q1 2016, closing a stake of 7,561 shares — an estimated $436K sold.

Polaris Wealth Advisory Group first reported a position in GIS in Q4 2015 and held it in 1 quarter. The position peaked at $436K in Q4 2015. 1,161 funds tracked by Wall St. Rank hold GIS as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining General Mills position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 7,561 General Mills shares in Q1 2016, an estimated $436K.
  • Polaris Wealth Advisory Group first reported a position in General Mills in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's General Mills position peaked at $436K in Q4 2015.
  • 1,161 funds tracked by Wall St. Rank held General Mills as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.