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Smith & Howard Wealth Management’s General Mills GIS Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-407
Closed -$20K – 104
2013
Q4 		$20K Buy
407
+320
+368% +$15.9K 0.01% 167
2013
Q3 		$4K Hold
87
– – ﹤0.01% 226
2013
Q2 		$4K Buy
+87
New +$4.28K ﹤0.01% 206

Other funds holding GIS

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith & Howard Wealth Management's GIS Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of General Mills (GIS) in Q1 2014, closing a stake of 407 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in GIS in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 1,010 funds tracked by Wall St. Rank hold GIS as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining General Mills position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 407 General Mills shares in Q1 2014, an estimated $20K.
  • Smith & Howard Wealth Management first reported a position in General Mills in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's General Mills position peaked at $20K in Q4 2013.
  • 1,010 funds tracked by Wall St. Rank held General Mills as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.