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

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Apriem Advisors's MDLZ Position: Q2 2017 in Review

Apriem Advisors sold out of Mondelez International (MDLZ) in Q2 2017, closing a stake of 884 shares — an estimated $38K sold.

Apriem Advisors first reported a position in MDLZ in Q2 2013 and held it in 16 quarters. The position peaked at $39K in Q4 2016. 1,276 funds tracked by Wall St. Rank hold MDLZ as of Q2 2017.

Apriem Advisors reported no remaining Mondelez International position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 884 Mondelez International shares in Q2 2017, an estimated $38K.
Apriem Advisors first reported a position in Mondelez International in Q2 2013 and held it in 16 quarters.
Apriem Advisors's Mondelez International position peaked at $39K in Q4 2016.
1,276 funds tracked by Wall St. Rank held Mondelez International as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.