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Bristlecone Advisors’s Mondelez International MDLZ Stock Holding History

Bristlecone Advisors’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 		– Sell
-6,331
Closed -$257K – 225
2017
Q3 		$257K Hold
6,331
– – 0.08% 128
2017
Q2 		$273K Sell
6,331
-450
-7% -$20.3K 0.09% 129
2017
Q1 		$292K Sell
6,781
-557
-8% -$24.7K 0.1% 127
2016
Q4 		$325K Sell
7,338
-853
-10% -$36.7K 0.12% 119
2016
Q3 		$360K Sell
8,191
-484
-6% -$21.2K 0.13% 124
2016
Q2 		$395K Sell
8,675
-4,614
-35% -$201K 0.15% 110
2016
Q1 		$533K Buy
13,289
+4,784
+56% +$195K 0.21% 104
2015
Q4 		$381K Buy
+8,505
New +$380K 0.16% 120

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $3.14B AUM 8.53% 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