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SVA Wealth Management’s General Mills GIS Stock Holding History

SVA 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
2016
Q4 		– Sell
-4,156
Closed -$265K – 201
2016
Q3 		$265K Sell
4,156
-2,712
-39% -$189K 0.04% 173
2016
Q2 		$490K Buy
6,868
+2,301
+50% +$146K 0.08% 141
2016
Q1 		$289K Buy
4,567
+2
+0% +$116 0.05% 169
2015
Q4 		$263K Sell
4,565
-57
-1% -$3.28K 0.05% 191
2015
Q3 		$259K Buy
4,622
+62
+1% +$3.55K 0.05% 181
2015
Q2 		$254K Buy
4,560
+202
+5% +$11.3K 0.05% 187
2015
Q1 		$247K Buy
4,358
+2
+0% +$107 0.05% 191
2014
Q4 		$232K Buy
4,356
+316
+8% +$16.3K 0.08% 164
2014
Q3 		$204K Buy
4,040
+3
+0.1% +$157 0.09% 152
2014
Q2 		$212K Buy
4,037
+132
+3% +$7.04K 0.09% 153
2014
Q1 		$202K Buy
+3,905
New +$193K 0.1% 148

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVA Wealth Management's GIS Position: Q4 2016 in Review

SVA Wealth Management sold out of General Mills (GIS) in Q4 2016, closing a stake of 4,156 shares — an estimated $265K sold.

SVA Wealth Management first reported a position in GIS in Q1 2014 and held it in 11 quarters. The position peaked at $490K in Q2 2016. 1,182 funds tracked by Wall St. Rank hold GIS as of Q4 2016.

  • SVA Wealth Management reported no remaining General Mills position as of Q4 2016 after selling out during the quarter.
  • SVA Wealth Management sold 4,156 General Mills shares in Q4 2016, an estimated $265K.
  • SVA Wealth Management first reported a position in General Mills in Q1 2014 and held it in 11 quarters.
  • SVA Wealth Management's General Mills position peaked at $490K in Q2 2016.
  • 1,182 funds tracked by Wall St. Rank held General Mills as of Q4 2016.

Based on SVA Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.