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Bellwether Investment Group’s Mondelez International MDLZ Stock Holding History

Bellwether Investment Group’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
-1,743
Closed -$75K – 384
2017
Q1 		$75K Sell
1,743
-982
-36% -$43.5K 0.2% 109
2016
Q4 		$121K Buy
+2,725
New +$117K 0.11% 184
2016
Q2 		$129K Buy
+2,836
New +$124K 0.14% 154

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bellwether Investment Group's MDLZ Position: Q2 2017 in Review

Bellwether Investment Group sold out of Mondelez International (MDLZ) in Q2 2017, closing a stake of 1,743 shares — an estimated $75K sold.

Bellwether Investment Group first reported a position in MDLZ in Q2 2016 and held it in 3 quarters. The position peaked at $129K in Q2 2016. 1,276 funds tracked by Wall St. Rank hold MDLZ as of Q2 2017.

  • Bellwether Investment Group reported no remaining Mondelez International position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,743 Mondelez International shares in Q2 2017, an estimated $75K.
  • Bellwether Investment Group first reported a position in Mondelez International in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Mondelez International position peaked at $129K in Q2 2016.
  • 1,276 funds tracked by Wall St. Rank held Mondelez International as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.