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Wellesley Investment Partners’s General Mills GIS Stock Holding History

Wellesley Investment 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
-3,732
Closed -$221K – 131
2017
Q4 		$221K Buy
+3,732
New +$202K 0.08% 118
2017
Q3 		– Sell
-4,072
Closed -$225K – 121
2017
Q2 		$225K Buy
4,072
+13
+0.3% +$742 0.09% 108
2017
Q1 		$239K Hold
4,059
– – 0.11% 98
2016
Q4 		$250K Buy
+4,059
New +$251K 0.12% 94

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State Street
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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

Wellesley Investment Partners's GIS Position: Q1 2018 in Review

Wellesley Investment Partners sold out of General Mills (GIS) in Q1 2018, closing a stake of 3,732 shares — an estimated $221K sold.

Wellesley Investment Partners first reported a position in GIS in Q4 2016 and held it in 4 quarters. The position peaked at $250K in Q4 2016. 1,183 funds tracked by Wall St. Rank hold GIS as of Q1 2018.

  • Wellesley Investment Partners reported no remaining General Mills position as of Q1 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,732 General Mills shares in Q1 2018, an estimated $221K.
  • Wellesley Investment Partners first reported a position in General Mills in Q4 2016 and held it in 4 quarters.
  • Wellesley Investment Partners's General Mills position peaked at $250K in Q4 2016.
  • 1,183 funds tracked by Wall St. Rank held General Mills as of Q1 2018.

Based on Wellesley Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.