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 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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clear Perspective Advisors's MDLZ Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Mondelez International (MDLZ) in Q3 2019, closing a stake of 4,876 shares — an estimated $263K sold.

Clear Perspective Advisors first reported a position in MDLZ in Q4 2016 and held it in 11 quarters. The position peaked at $265K in Q1 2019. 1,498 funds tracked by Wall St. Rank hold MDLZ as of Q3 2019.

Clear Perspective Advisors reported no remaining Mondelez International position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 4,876 Mondelez International shares in Q3 2019, an estimated $263K.
Clear Perspective Advisors first reported a position in Mondelez International in Q4 2016 and held it in 11 quarters.
Clear Perspective Advisors's Mondelez International position peaked at $265K in Q1 2019.
1,498 funds tracked by Wall St. Rank held Mondelez International as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.