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AA
Apriem Advisors’s
Mondelez International
MDLZ
Stock Holding History
Apriem 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
2017
Q2
–
Sell
-884
Closed
-$38K
–
372
2017
Q1
$38K
Hold
884
–
–
0.01%
265
2016
Q4
$39K
Buy
884
+780
+750%
+$33.6K
0.01%
261
2016
Q3
$5K
Hold
104
–
–
﹤0.01%
461
2016
Q2
$5K
Hold
104
–
–
﹤0.01%
465
2016
Q1
$4K
Sell
104
-294
-74%
-$12K
﹤0.01%
465
2015
Q4
$18K
Buy
398
+294
+283%
+$13.2K
0.01%
315
2015
Q3
$4K
Sell
104
-300
-74%
-$12.9K
﹤0.01%
432
2015
Q2
$17K
Buy
404
+300
+288%
+$11.8K
0.01%
349
2015
Q1
$4K
Hold
104
–
–
﹤0.01%
489
2014
Q4
$4K
Buy
104
+69
+197%
+$2.51K
﹤0.01%
445
2014
Q3
$1K
Hold
35
–
–
﹤0.01%
501
2014
Q2
$1K
Hold
35
–
–
﹤0.01%
460
2014
Q1
$1K
Hold
35
–
–
﹤0.01%
472
2013
Q4
$1K
Hold
35
–
–
﹤0.01%
485
2013
Q3
$1K
Hold
35
–
–
﹤0.01%
481
2013
Q2
$1K
Buy
+35
New
+$1.06K
﹤0.01%
453
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
TFM
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New York
$3.86B AUM
26.59%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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