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Wealthfront’s General Mills GIS Stock Holding History

Wealthfront’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
Q3 		$607K Buy
+14,134
New +$640K 0.01% 351
2018
Q1 		– Sell
-4,694
Closed -$278K – 511
2017
Q4 		$278K Buy
+4,694
New +$254K ﹤0.01% 442
2017
Q3 		– Sell
-6,891
Closed -$382K – 502
2017
Q2 		$382K Sell
6,891
-1,247
-15% -$71.2K 0.01% 336
2017
Q1 		$480K Sell
8,138
-2,750
-25% -$168K 0.01% 234
2016
Q4 		$673K Buy
10,888
+581
+6% +$36K 0.01% 152
2016
Q3 		$658K Buy
10,307
+1,333
+15% +$92.7K 0.02% 152
2016
Q2 		$640K Buy
8,974
+474
+6% +$30.2K 0.02% 137
2016
Q1 		$538K Buy
8,500
+1,014
+14% +$58.9K 0.02% 144
2015
Q4 		$432K Sell
7,486
-493
-6% -$28.4K 0.02% 161
2015
Q3 		$448K Buy
7,979
+1,723
+28% +$98.7K 0.02% 147
2015
Q2 		$349K Buy
6,256
+1,303
+26% +$73K 0.01% 165
2015
Q1 		$280K Buy
4,953
+2,326
+89% +$124K 0.01% 175
2014
Q4 		$140K Buy
2,627
+98
+4% +$5.07K 0.01% 292
2014
Q3 		$128K Sell
2,529
-293
-10% -$15.4K 0.01% 242
2014
Q2 		$150K Buy
2,822
+773
+38% +$41.2K 0.01% 142
2014
Q1 		$106K Buy
+2,049
New +$101K 0.01% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's GIS Position: Q3 2018 in Review

Wealthfront opened a new position in General Mills (GIS) in Q3 2018: 14,134 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Wealthfront previously reported a position in GIS as recently as Q4 2017.

Wealthfront first reported a position in GIS in Q1 2014 and has held it in 16 quarters since. The position peaked at $673K in Q4 2016. 1,200 funds tracked by Wall St. Rank hold GIS as of Q3 2018.

  • Wealthfront held 14,134 shares of General Mills worth $607K as of Q3 2018.
  • General Mills was a new Wealthfront position in Q3 2018.
  • General Mills made up 0.01% of Wealthfront's portfolio in Q3 2018, its #351 holding.
  • Wealthfront first reported a position in General Mills in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's General Mills position peaked at $673K in Q4 2016.
  • 1,200 funds tracked by Wall St. Rank held General Mills as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.