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Triangle Securities Wealth Management’s General Mills GIS Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-600
Closed -$29K – 220
2013
Q2 		$29K Buy
+600
New +$29.5K 0.02% 331

Other funds holding GIS

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triangle Securities Wealth Management's GIS Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of General Mills (GIS) in Q3 2013, closing a stake of 600 shares — an estimated $29K sold.

Triangle Securities Wealth Management first reported a position in GIS in Q2 2013 and held it in 1 quarter. The position peaked at $29K in Q2 2013. 948 funds tracked by Wall St. Rank hold GIS as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining General Mills position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 600 General Mills shares in Q3 2013, an estimated $29K.
  • Triangle Securities Wealth Management first reported a position in General Mills in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's General Mills position peaked at $29K in Q2 2013.
  • 948 funds tracked by Wall St. Rank held General Mills as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.