Asset Planning Services (Pennsylvania)’s Mondelez International MDLZ Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q1	–	Sell	-149	Closed	-$6K	–	271
2018 Q4	$6K	Hold	149	–	–	﹤0.01%	221
2018 Q3	$7K	Hold	149	–	–	﹤0.01%	219
2018 Q2	$6K	Hold	149	–	–	﹤0.01%	220
2018 Q1	$6K	Hold	149	–	–	﹤0.01%	225
2017 Q4	$6K	Sell	149 -173	-54%	-$7.26K	﹤0.01%	231
2017 Q3	$13K	Hold	322	–	–	0.01%	213
2017 Q2	$14K	Hold	322	–	–	0.01%	198
2017 Q1	$14K	Hold	322	–	–	0.01%	204
2016 Q4	$14K	Buy	322 +149	+86%	+$6.42K	0.01%	183
2016 Q3	$8K	Hold	173	–	–	0.01%	205
2016 Q2	$8K	Hold	173	–	–	0.01%	212
2016 Q1	$7K	Hold	173	–	–	0.01%	210
2015 Q4	$8K	Hold	173	–	–	0.01%	178
2015 Q3	$7K	Hold	173	–	–	0.01%	175
2015 Q2	$7K	Buy	+173	New	+$6.78K	0.01%	192

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s MDLZ Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Mondelez International (MDLZ) in Q1 2019, closing a stake of 149 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in MDLZ in Q2 2015 and held it in 15 quarters. The position peaked at $14K in Q2 2017. 1,456 funds tracked by Wall St. Rank hold MDLZ as of Q1 2019.

Asset Planning Services (Pennsylvania) reported no remaining Mondelez International position as of Q1 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 149 Mondelez International shares in Q1 2019, an estimated $6K.
Asset Planning Services (Pennsylvania) first reported a position in Mondelez International in Q2 2015 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s Mondelez International position peaked at $14K in Q2 2017.
1,456 funds tracked by Wall St. Rank held Mondelez International as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.