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River Wealth Advisors’s General Mills GIS Stock Holding History

River Wealth 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
2018
Q4 		– Sell
-99
Closed -$4K – 560
2018
Q3 		$4K Sell
99
-500
-83% -$22.6K ﹤0.01% 510
2018
Q2 		$27K Buy
+599
New +$26.2K 0.01% 327

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Wealth Advisors's GIS Position: Q4 2018 in Review

River Wealth Advisors sold out of General Mills (GIS) in Q4 2018, closing a stake of 99 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in GIS in Q2 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 1,203 funds tracked by Wall St. Rank hold GIS as of Q4 2018.

  • River Wealth Advisors reported no remaining General Mills position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 99 General Mills shares in Q4 2018, an estimated $4K.
  • River Wealth Advisors first reported a position in General Mills in Q2 2018 and held it in 2 quarters.
  • River Wealth Advisors's General Mills position peaked at $27K in Q2 2018.
  • 1,203 funds tracked by Wall St. Rank held General Mills as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.