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TCV Trust & Wealth Management’s General Mills GIS Stock Holding History

TCV Trust & 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
Q4 		– Sell
-7,761
Closed -$392K – 173
2014
Q3 		$392K Hold
7,761
– – 0.07% 133
2014
Q2 		$408K Buy
7,761
+340
+5% +$18.1K 0.07% 128
2014
Q1 		$385K Buy
7,421
+367
+5% +$18.2K 0.06% 130
2013
Q4 		$352K Sell
7,054
-515
-7% -$25.6K 0.06% 134
2013
Q3 		$363K Hold
7,569
– – 0.07% 122
2013
Q2 		$367K Buy
+7,569
New +$372K 0.08% 121

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCV Trust & Wealth Management's GIS Position: Q4 2014 in Review

TCV Trust & Wealth Management sold out of General Mills (GIS) in Q4 2014, closing a stake of 7,761 shares — an estimated $392K sold.

TCV Trust & Wealth Management first reported a position in GIS in Q2 2013 and held it in 6 quarters. The position peaked at $408K in Q2 2014. 1,044 funds tracked by Wall St. Rank hold GIS as of Q4 2014.

  • TCV Trust & Wealth Management reported no remaining General Mills position as of Q4 2014 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 7,761 General Mills shares in Q4 2014, an estimated $392K.
  • TCV Trust & Wealth Management first reported a position in General Mills in Q2 2013 and held it in 6 quarters.
  • TCV Trust & Wealth Management's General Mills position peaked at $408K in Q2 2014.
  • 1,044 funds tracked by Wall St. Rank held General Mills as of Q4 2014.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2014, filed 23 Jan 2015.