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Vontobel Swiss Wealth Advisors’s General Mills GIS Stock Holding History

Vontobel Swiss 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
2018
Q2 		– Sell
-8,510
Closed -$383K – 86
2018
Q1 		$383K Hold
8,510
– – 0.2% 58
2017
Q4 		$505K Buy
8,510
+160
+2% +$8.65K 0.3% 49
2017
Q3 		$432K Buy
8,350
+2,625
+46% +$144K 0.26% 50
2017
Q2 		$317K Buy
+5,725
New +$327K 0.2% 54

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's GIS Position: Q2 2018 in Review

Vontobel Swiss Wealth Advisors sold out of General Mills (GIS) in Q2 2018, closing a stake of 8,510 shares — an estimated $383K sold.

Vontobel Swiss Wealth Advisors first reported a position in GIS in Q2 2017 and held it in 4 quarters. The position peaked at $505K in Q4 2017. 1,208 funds tracked by Wall St. Rank hold GIS as of Q2 2018.

  • Vontobel Swiss Wealth Advisors reported no remaining General Mills position as of Q2 2018 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 8,510 General Mills shares in Q2 2018, an estimated $383K.
  • Vontobel Swiss Wealth Advisors first reported a position in General Mills in Q2 2017 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's General Mills position peaked at $505K in Q4 2017.
  • 1,208 funds tracked by Wall St. Rank held General Mills as of Q2 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.