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Winifred I. Li’s General Mills GIS Stock Holding History

Winifred I. Li’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
2014
Q4 		$108K Hold
2,029
– – 0.1% 179
2014
Q3 		$102K Sell
2,029
-92
-4% -$4.83K 0.1% 186
2014
Q2 		$111K Sell
2,121
-267
-11% -$14.2K 0.09% 184
2014
Q1 		$124K Sell
2,388
-348
-13% -$17.2K 0.11% 167
2013
Q4 		$137K Sell
2,736
-9,584
-78% -$477K 0.12% 153
2013
Q3 		$590K Sell
12,320
-3,622
-23% -$182K 0.55% 64
2013
Q2 		$773K Buy
+15,942
New +$784K 0.72% 38

Other funds holding GIS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winifred I. Li's GIS Position: Q4 2014 in Review

Winifred I. Li held its General Mills (GIS) position steady in Q4 2014 at 2,029 shares worth $108K. The position accounts for 0.1% of the portfolio, ranked #179.

Winifred I. Li first reported a position in GIS in Q2 2013 and has held it in 7 quarters since. The position peaked at $773K in Q2 2013. 1,045 funds tracked by Wall St. Rank hold GIS as of Q4 2014.

  • Winifred I. Li held 2,029 shares of General Mills worth $108K as of Q4 2014.
  • Winifred I. Li left its General Mills share count unchanged in Q4 2014.
  • General Mills made up 0.1% of Winifred I. Li's portfolio in Q4 2014, its #179 holding.
  • Winifred I. Li first reported a position in General Mills in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's General Mills position peaked at $773K in Q2 2013.
  • 1,045 funds tracked by Wall St. Rank held General Mills as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.