Bridgewater Wealth & Financial Management’s Mondelez International MDLZ Stock Holding History

Bridgewater Wealth & Financial Management’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 Q3	–	Sell	-7,125	Closed	-$308K	–	78
2017 Q2	$308K	Buy	7,125 +1,352	+23%	+$61K	0.1%	79
2017 Q1	$249K	Buy	5,773 +130	+2%	+$5.76K	0.09%	95
2016 Q4	$250K	Sell	5,643 -300	-5%	-$12.9K	0.09%	92
2016 Q3	$261K	Buy	5,943 +1	+0%	+$44	0.1%	90
2016 Q2	$270K	Hold	5,942	–	–	0.1%	87
2016 Q1	$238K	Buy	5,942 +58	+1%	+$2.36K	0.09%	97
2015 Q4	$264K	Hold	5,884	–	–	0.1%	75
2015 Q3	$246K	Buy	5,884 +375	+7%	+$16.2K	0.1%	75
2015 Q2	$227K	Buy	+5,509	New	+$216K	0.1%	71
2015 Q1	–	Sell	-5,809	Closed	-$211K	–	86
2014 Q4	$211K	Buy	+5,809	New	+$211K	0.09%	92

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgewater Wealth & Financial Management's MDLZ Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Mondelez International (MDLZ) in Q3 2017, closing a stake of 7,125 shares — an estimated $308K sold.

Bridgewater Wealth & Financial Management first reported a position in MDLZ in Q4 2014 and held it in 10 quarters. The position peaked at $308K in Q2 2017. 1,236 funds tracked by Wall St. Rank hold MDLZ as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Mondelez International position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 7,125 Mondelez International shares in Q3 2017, an estimated $308K.
Bridgewater Wealth & Financial Management first reported a position in Mondelez International in Q4 2014 and held it in 10 quarters.
Bridgewater Wealth & Financial Management's Mondelez International position peaked at $308K in Q2 2017.
1,236 funds tracked by Wall St. Rank held Mondelez International as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.