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WFG Advisors’s General Mills GIS Stock Holding History

WFG 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
2017
Q2 		$1.87M Buy
33,811
+2,060
+6% +$118K 0.42% 58
2017
Q1 		$1.87M Sell
31,751
-3,322
-9% -$203K 0.5% 46
2016
Q4 		$2.17M Sell
35,073
-3,216
-8% -$199K 0.53% 40
2016
Q3 		$2.45M Sell
38,289
-1,891
-5% -$132K 0.61% 30
2016
Q2 		$2.87M Buy
40,180
+1,054
+3% +$67.1K 0.76% 21
2016
Q1 		$2.48M Buy
39,126
+1,309
+3% +$76.1K 0.72% 25
2015
Q4 		$2.18M Buy
37,817
+1,734
+5% +$99.8K 0.65% 25
2015
Q3 		$2.02M Sell
36,083
-4,137
-10% -$237K 0.63% 30
2015
Q2 		$2.24M Buy
40,220
+7,958
+25% +$446K 0.62% 30
2015
Q1 		$1.83M Sell
32,262
-488,015
-94% -$26M 0.51% 33
2014
Q4 		$27.7M Sell
520,277
-299
-0.1% -$15.5K 5.61% 1
2014
Q3 		$26.3M Buy
520,576
+4,659
+0.9% +$244K 5% 1
2014
Q2 		$27.1M Sell
515,917
-10,586
-2% -$564K 5.06% 1
2014
Q1 		$26.8M Buy
526,503
+7,070
+1% +$350K 5.39% 1
2013
Q4 		$25.9M Sell
519,433
-1,654
-0.3% -$82.4K 3.69% 1
2013
Q3 		$25M Buy
521,087
+20,665
+4% +$1.04M 3.87% 1
2013
Q2 		$24.3M Buy
+500,422
New +$24.6M 4.04% 1

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's GIS Position: Q2 2017 in Review

WFG Advisors increased its General Mills (GIS) stake by 6.5% in Q2 2017, buying an estimated $118K and bringing the position to 33,811 shares worth $1.87M. The position accounts for 0.42% of the portfolio, ranked #58.

WFG Advisors first reported a position in GIS in Q2 2013 and has held it in 17 quarters since. The position peaked at $27.7M in Q4 2014. 1,185 funds tracked by Wall St. Rank hold GIS as of Q2 2017.

  • WFG Advisors held 33,811 shares of General Mills worth $1.87M as of Q2 2017.
  • WFG Advisors bought 2,060 General Mills shares in Q2 2017, an estimated $118K.
  • General Mills made up 0.42% of WFG Advisors's portfolio in Q2 2017, its #58 holding.
  • WFG Advisors first reported a position in General Mills in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's General Mills position peaked at $27.7M in Q4 2014.
  • 1,185 funds tracked by Wall St. Rank held General Mills as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.