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Aris Wealth Services’s Mondelez International MDLZ Stock Holding History

Aris Wealth Services’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
2015
Q3 		$28K Sell
679
-2,548
-79% -$110K 0.06% 134
2015
Q2 		$133K Buy
3,227
+867
+37% +$34K 0.12% 124
2015
Q1 		$85K Buy
+2,360
New +$85.3K 0.08% 155

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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's MDLZ Position: Q3 2015 in Review

Aris Wealth Services reduced its Mondelez International (MDLZ) stake by 79% in Q3 2015, selling an estimated $110K and leaving 679 shares worth $28K. The position accounts for 0.06% of the portfolio, ranked #134.

Aris Wealth Services first reported a position in MDLZ in Q1 2015 and has held it in 3 quarters since. The position peaked at $133K in Q2 2015. 1,182 funds tracked by Wall St. Rank hold MDLZ as of Q3 2015.

  • Aris Wealth Services held 679 shares of Mondelez International worth $28K as of Q3 2015.
  • Aris Wealth Services sold 2,548 Mondelez International shares in Q3 2015, an estimated $110K.
  • Mondelez International made up 0.06% of Aris Wealth Services's portfolio in Q3 2015, its #134 holding.
  • Aris Wealth Services first reported a position in Mondelez International in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Mondelez International position peaked at $133K in Q2 2015.
  • 1,182 funds tracked by Wall St. Rank held Mondelez International as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.