Sharkey, Howes & Javer’s General Mills GIS Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-530	Closed	-$28K	–	97
2019 Q2	$28K	Hold	530	–	–	0.01%	127
2019 Q1	$27K	Hold	530	–	–	0.01%	128
2018 Q4	$21K	Sell	530 -320	-38%	-$13.5K	0.01%	133
2018 Q3	$10K	Buy	850 +320	+60%	+$14.5K	0.01%	160
2018 Q2	$23K	Hold	530	–	–	0.01%	134
2018 Q1	$23K	Hold	530	–	–	0.01%	124
2017 Q4	$31K	Hold	530	–	–	0.02%	108
2017 Q3	$27K	Hold	530	–	–	0.01%	113
2017 Q2	$29K	Hold	530	–	–	0.02%	104
2017 Q1	$31K	Hold	530	–	–	0.02%	117
2016 Q4	$33K	Hold	530	–	–	0.02%	121
2016 Q3	$34K	Hold	530	–	–	0.02%	115
2016 Q2	$38K	Hold	530	–	–	0.02%	107
2016 Q1	$34K	Hold	530	–	–	0.03%	115
2015 Q4	$31K	Hold	530	–	–	0.02%	137
2015 Q3	$30K	Hold	530	–	–	0.02%	141
2015 Q2	$30K	Sell	530 -50	-9%	-$2.8K	0.02%	121
2015 Q1	$33K	Buy	+580	New	+$30.9K	0.02%	130

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sharkey, Howes & Javer's GIS Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of General Mills (GIS) in Q3 2019, closing a stake of 530 shares — an estimated $28K sold.

Sharkey, Howes & Javer first reported a position in GIS in Q1 2015 and held it in 18 quarters. The position peaked at $38K in Q2 2016. 1,270 funds tracked by Wall St. Rank hold GIS as of Q3 2019.

Sharkey, Howes & Javer reported no remaining General Mills position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 530 General Mills shares in Q3 2019, an estimated $28K.
Sharkey, Howes & Javer first reported a position in General Mills in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's General Mills position peaked at $38K in Q2 2016.
1,270 funds tracked by Wall St. Rank held General Mills as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.