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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
2015
Q1 		– Sell
-5,000
Closed -$45K – 1892
2014
Q4 		$45K Sell
5,000
-10,000
-67% -$517K 0.01% 922
2014
Q3 		$46K Hold
15,000
– – 0.01% 947
2014
Q2 		$73K Buy
15,000
+10,000
+200% +$533K 0.01% 769
2014
Q1 		$37K Buy
+5,000
New +$248K 0.01% 1021

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.