Catamount Wealth Management’s Mondelez International MDLZ Stock Holding History

Catamount Wealth 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
2019 Q1	$72K	Buy	1,442 +692	+92%	+$31.8K	0.04%	74
2018 Q4	$35K	Hold	750	–	–	0.02%	83
2018 Q3	$32K	Hold	750	–	–	0.02%	101
2018 Q2	$31K	Hold	750	–	–	0.02%	96
2018 Q1	$31K	Hold	750	–	–	0.02%	98
2017 Q4	$32K	Hold	750	–	–	0.02%	100
2017 Q3	$30K	Hold	750	–	–	0.02%	101
2017 Q2	$32K	Hold	750	–	–	0.02%	102
2017 Q1	$32K	Hold	750	–	–	0.02%	97
2016 Q4	$33K	Hold	750	–	–	0.03%	83
2016 Q3	$32K	Buy	750 +350	+88%	+$15.4K	0.03%	80
2016 Q2	$18K	Hold	400	–	–	0.02%	81
2016 Q1	$16K	Hold	400	–	–	0.02%	87
2015 Q4	$18K	Hold	400	–	–	0.02%	79
2015 Q3	$17K	Hold	400	–	–	0.02%	84
2015 Q2	$16K	Hold	400	–	–	0.01%	105
2015 Q1	$14K	Hold	400	–	–	0.01%	99
2014 Q4	$15K	Buy	+400	New	+$14.6K	0.01%	80

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catamount Wealth Management's MDLZ Position: Q1 2019 in Review

Catamount Wealth Management increased its Mondelez International (MDLZ) stake by 92% in Q1 2019, buying an estimated $31.8K and bringing the position to 1,442 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #74.

Catamount Wealth Management first reported a position in MDLZ in Q4 2014 and has held it in 18 quarters since. 1,455 funds tracked by Wall St. Rank hold MDLZ as of Q1 2019.

Catamount Wealth Management held 1,442 shares of Mondelez International worth $72K as of Q1 2019.
Catamount Wealth Management bought 692 Mondelez International shares in Q1 2019, an estimated $31.8K.
Mondelez International made up 0.04% of Catamount Wealth Management's portfolio in Q1 2019, its #74 holding.
Catamount Wealth Management first reported a position in Mondelez International in Q4 2014 and has held it in 18 quarters since.
1,455 funds tracked by Wall St. Rank held Mondelez International as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.