Cobiz Wealth’s Mondelez International MDLZ Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-2,590	Closed	-$74K	–	264
2013 Q2	$74K	Buy	+2,590	New	+$78.8K	0.02%	153

Other funds holding MDLZ

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cobiz Wealth's MDLZ Position: Q3 2013 in Review

Cobiz Wealth sold out of Mondelez International (MDLZ) in Q3 2013, closing a stake of 2,590 shares — an estimated $74K sold.

Cobiz Wealth first reported a position in MDLZ in Q2 2013 and held it in 1 quarter. The position peaked at $74K in Q2 2013. 1,017 funds tracked by Wall St. Rank hold MDLZ as of Q3 2013.

Cobiz Wealth reported no remaining Mondelez International position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 2,590 Mondelez International shares in Q3 2013, an estimated $74K.
Cobiz Wealth first reported a position in Mondelez International in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Mondelez International position peaked at $74K in Q2 2013.
1,017 funds tracked by Wall St. Rank held Mondelez International as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.