SMA
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Simply Money Advisors’s General Mills GIS Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-832
Closed -$40K – 213
2013
Q2 		$40K Buy
+832
New +$40.9K 0.01% 76

Other funds holding GIS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simply Money Advisors's GIS Position: Q3 2013 in Review

Simply Money Advisors sold out of General Mills (GIS) in Q3 2013, closing a stake of 832 shares — an estimated $40K sold.

Simply Money Advisors first reported a position in GIS in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 948 funds tracked by Wall St. Rank hold GIS as of Q3 2013.

  • Simply Money Advisors reported no remaining General Mills position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 832 General Mills shares in Q3 2013, an estimated $40K.
  • Simply Money Advisors first reported a position in General Mills in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's General Mills position peaked at $40K in Q2 2013.
  • 948 funds tracked by Wall St. Rank held General Mills as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.