Burt Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Burt Wealth 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
2020 Q3	–	Sell	-17	Closed	-$1K	–	424
2020 Q2	$1K	Buy	+17	New	+$873	﹤0.01%	382
2020 Q1	–	Sell	-100	Closed	-$6K	–	419
2019 Q4	$6K	Buy	+100	New	+$5.35K	﹤0.01%	289
2018 Q2	–	Sell	-515	Closed	-$21K	–	384
2018 Q1	$21K	Hold	515	–	–	0.01%	251
2017 Q4	$22K	Hold	515	–	–	0.01%	236
2017 Q3	$21K	Sell	515 -1,012	-66%	-$43K	0.01%	230
2017 Q2	$65K	Buy	1,527 +1,012	+197%	+$45.6K	0.04%	159
2017 Q1	$22K	Hold	515	–	–	0.02%	220
2016 Q4	$23K	Buy	515 +307	+148%	+$13.2K	0.02%	222
2016 Q3	$9K	Sell	208 -150	-42%	-$6.58K	0.01%	272
2016 Q2	$16K	Hold	358	–	–	0.02%	236
2016 Q1	$14K	Sell	358 -166	-32%	-$6.76K	0.01%	291
2015 Q4	$23K	Hold	524	–	–	0.02%	194
2015 Q3	$21K	Hold	524	–	–	0.03%	182
2015 Q2	$22K	Buy	524 +358	+216%	+$14K	0.02%	194
2015 Q1	$6K	Hold	166	–	–	0.01%	278
2014 Q4	$6K	Buy	+166	New	+$6.04K	0.01%	268

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's MDLZ Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Mondelez International (MDLZ) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MDLZ in Q4 2014 and held it in 16 quarters. The position peaked at $65K in Q2 2017. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

Burt Wealth Advisors reported no remaining Mondelez International position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 17 Mondelez International shares in Q3 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in Mondelez International in Q4 2014 and held it in 16 quarters.
Burt Wealth Advisors's Mondelez International position peaked at $65K in Q2 2017.
1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.