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Bridges Investment Counsel’s Mondelez International MDLZ Stock Holding History

Bridges Investment Counsel’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
Q4 		$821K Sell
19,194
-4,021
-17% -$169K 0.45% 62
2017
Q3 		$944K Sell
23,215
-3,758
-14% -$160K 0.52% 59
2017
Q2 		$1.17M Buy
26,973
+17,351
+180% +$782K 0.26% 83
2017
Q1 		$415K Sell
9,622
-17,927
-65% -$794K 0.12% 101
2016
Q4 		$1.22M Buy
27,549
+500
+2% +$21.5K 0.3% 80
2016
Q3 		$1.19M Hold
27,049
– – 0.25% 86
2016
Q2 		$1.23M Sell
27,049
-1,522
-5% -$66.3K 0.27% 86
2016
Q1 		$1.15M Buy
28,571
+21,590
+309% +$879K 0.25% 87
2015
Q4 		$287K Hold
6,981
– – 0.05% 123
2015
Q3 		$287K Sell
6,981
-20,870
-75% -$899K 0.05% 123
2015
Q2 		$1.15M Sell
27,851
-500
-2% -$19.6K 0.27% 92
2015
Q1 		$1.02M Hold
28,351
– – 0.23% 94
2014
Q4 		$1.03M Sell
28,351
-2,853
-9% -$104K 0.24% 96
2014
Q3 		$1.07M Sell
31,204
-2,155
-6% -$78.5K 0.25% 94
2014
Q2 		$1.25M Sell
33,359
-1,403
-4% -$51.3K 0.29% 87
2014
Q1 		$1.2M Sell
34,762
-2,368
-6% -$80.9K 0.28% 85
2013
Q4 		$1.31M Buy
37,130
+105
+0.3% +$3.49K 0.3% 81
2013
Q3 		$1.16M Sell
37,025
-893
-2% -$27.7K 0.29% 85
2013
Q2 		$1.08M Buy
+37,918
New +$1.15M 0.28% 85

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridges Investment Counsel's MDLZ Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Mondelez International (MDLZ) stake by 17% in Q4 2017, selling an estimated $169K and leaving 19,194 shares worth $821K. The position accounts for 0.45% of the portfolio, ranked #62.

Bridges Investment Counsel first reported a position in MDLZ in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2013. 1,343 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • Bridges Investment Counsel held 19,194 shares of Mondelez International worth $821K as of Q4 2017.
  • Bridges Investment Counsel sold 4,021 Mondelez International shares in Q4 2017, an estimated $169K.
  • Mondelez International made up 0.45% of Bridges Investment Counsel's portfolio in Q4 2017, its #62 holding.
  • Bridges Investment Counsel first reported a position in Mondelez International in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Mondelez International position peaked at $1.31M in Q4 2013.
  • 1,343 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.