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Taylor Wealth Management Partners’s General Mills GIS Stock Holding History

Taylor Wealth Management Partners’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
2018
Q1 		– Sell
-300
Closed -$18K – 143
2017
Q4 		$18K Hold
300
– – 0.01% 114
2017
Q3 		$16K Sell
300
-2,025
-87% -$111K 0.01% 118
2017
Q2 		$129K Hold
2,325
– – 0.06% 70
2017
Q1 		$137K Hold
2,325
– – 0.06% 72
2016
Q4 		$144K Hold
2,325
– – 0.07% 67
2016
Q3 		$149K Hold
2,325
– – 0.07% 59
2016
Q2 		$166K Buy
2,325
+450
+24% +$28.6K 0.07% 52
2016
Q1 		$119K Buy
+1,875
New +$109K 0.06% 53

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
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

Taylor Wealth Management Partners's GIS Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of General Mills (GIS) in Q1 2018, closing a stake of 300 shares — an estimated $18K sold.

Taylor Wealth Management Partners first reported a position in GIS in Q1 2016 and held it in 8 quarters. The position peaked at $166K in Q2 2016. 1,183 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Taylor Wealth Management Partners reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 300 General Mills shares in Q1 2018, an estimated $18K.
  • Taylor Wealth Management Partners first reported a position in General Mills in Q1 2016 and held it in 8 quarters.
  • Taylor Wealth Management Partners's General Mills position peaked at $166K in Q2 2016.
  • 1,183 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.