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Clear Perspective Advisors’s Mondelez International MDLZ Stock Holding History

Clear Perspective 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
2019
Q3 		– Sell
-4,876
Closed -$263K – 178
2019
Q2 		$263K Sell
4,876
-415
-8% -$21.6K 0.17% 115
2019
Q1 		$265K Hold
5,291
– – 0.19% 122
2018
Q4 		$212K Hold
5,291
– – 0.18% 129
2018
Q3 		$227K Hold
5,291
– – 0.17% 133
2018
Q2 		$217K Hold
5,291
– – 0.15% 135
2018
Q1 		$221K Hold
5,291
– – 0.17% 126
2017
Q4 		$226K Hold
5,291
– – 0.17% 125
2017
Q3 		$215K Hold
5,291
– – 0.18% 130
2017
Q2 		$229K Hold
5,291
– – 0.19% 115
2017
Q1 		$228K Hold
5,291
– – 0.15% 113
2016
Q4 		$235K Buy
+5,291
New +$228K 0.16% 116

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return