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Ancora Family Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Ancora Family Wealth Advisors’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$366K Buy
8,338
+800
+11% +$35.1K 0.12% 149
2016
Q2 		$343K Sell
7,538
-800
-10% -$34.9K 0.13% 141
2016
Q1 		$335K Hold
8,338
– – 0.14% 141
2015
Q4 		$374K Buy
8,338
+1,800
+28% +$80.5K 0.16% 135
2015
Q3 		$274K Buy
+6,538
New +$282K 0.11% 156

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Ancora Family Wealth Advisors's MDLZ Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Mondelez International (MDLZ) stake by 11% in Q3 2016, buying an estimated $35.1K and bringing the position to 8,338 shares worth $366K. The position accounts for 0.12% of the portfolio, ranked #149.

Ancora Family Wealth Advisors first reported a position in MDLZ in Q3 2015 and has held it in 5 quarters since. The position peaked at $374K in Q4 2015. 1,203 funds tracked by Wall St. Rank hold MDLZ as of Q3 2016.

  • Ancora Family Wealth Advisors held 8,338 shares of Mondelez International worth $366K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 800 Mondelez International shares in Q3 2016, an estimated $35.1K.
  • Mondelez International made up 0.12% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #149 holding.
  • Ancora Family Wealth Advisors first reported a position in Mondelez International in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Mondelez International position peaked at $374K in Q4 2015.
  • 1,203 funds tracked by Wall St. Rank held Mondelez International as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.