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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return