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RPg Family Wealth Advisory’s General Mills GIS Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-1,077
Closed -$48.5K – 262
2018
Q1 		$48.5K Sell
1,077
-374
-26% -$20.3K 0.04% 119
2017
Q4 		$86K Sell
1,451
-300
-17% -$16.2K 0.07% 74
2017
Q3 		$90.6K Buy
1,751
+372
+27% +$20.4K 0.07% 82
2017
Q2 		$76.4K Buy
1,379
+546
+66% +$31.2K 0.07% 99
2017
Q1 		$49.2K Buy
+833
New +$50.9K 0.04% 125

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RPg Family Wealth Advisory's GIS Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of General Mills (GIS) in Q2 2018, closing a stake of 1,077 shares — an estimated $48.5K sold.

RPg Family Wealth Advisory first reported a position in GIS in Q1 2017 and held it in 5 quarters. The position peaked at $90.6K in Q3 2017. 1,208 funds tracked by Wall St. Rank hold GIS as of Q2 2018.

  • RPg Family Wealth Advisory reported no remaining General Mills position as of Q2 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,077 General Mills shares in Q2 2018, an estimated $48.5K.
  • RPg Family Wealth Advisory first reported a position in General Mills in Q1 2017 and held it in 5 quarters.
  • RPg Family Wealth Advisory's General Mills position peaked at $90.6K in Q3 2017.
  • 1,208 funds tracked by Wall St. Rank held General Mills as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.