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Sound View Wealth Advisors’s General Mills GIS Stock Holding History

Sound View Wealth 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
2019
Q1 		$2.03M Sell
39,311
-82
-0.2% -$3.71K 0.64% 52
2018
Q4 		$1.53M Buy
+39,393
New +$1.66M 0.56% 55

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's GIS Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its General Mills (GIS) stake by 0.21% in Q1 2019, selling an estimated $3.71K and leaving 39,311 shares worth $2.03M. The position accounts for 0.64% of the portfolio, ranked #52.

Sound View Wealth Advisors first reported a position in GIS in Q4 2018 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold GIS as of Q1 2019.

  • Sound View Wealth Advisors held 39,311 shares of General Mills worth $2.03M as of Q1 2019.
  • Sound View Wealth Advisors sold 82 General Mills shares in Q1 2019, an estimated $3.71K.
  • General Mills made up 0.64% of Sound View Wealth Advisors's portfolio in Q1 2019, its #52 holding.
  • Sound View Wealth Advisors first reported a position in General Mills in Q4 2018 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held General Mills as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.