Cypress Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Cypress 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
2019 Q1	$742K	Hold	14,859	–	–	0.85%	39
2018 Q4	$595K	Buy	14,859 +164	+1%	+$6.99K	0.82%	40
2018 Q3	$631K	Hold	14,695	–	–	0.66%	46
2018 Q2	$602K	Sell	14,695 -190	-1%	-$7.64K	0.65%	49
2018 Q1	$621K	Sell	14,885 -610	-4%	-$26.5K	0.67%	49
2017 Q4	$663K	Buy	15,495 +158	+1%	+$6.63K	0.64%	49
2017 Q3	$624K	Sell	15,337 -841	-5%	-$35.7K	1.01%	27
2017 Q2	$699K	Sell	16,178 -5,230	-24%	-$236K	0.82%	34
2017 Q1	$922K	Buy	21,408 +47	+0.2%	+$2.08K	0.42%	52
2016 Q4	$947K	Buy	21,361 +642	+3%	+$27.7K	0.43%	53
2016 Q3	$910K	Buy	20,719 +268	+1%	+$11.8K	0.41%	56
2016 Q2	$931K	Sell	20,451 -523	-2%	-$22.8K	0.46%	54
2016 Q1	$841K	Buy	20,974 +583	+3%	+$23.7K	0.38%	53
2015 Q4	$914K	Buy	20,391 +110	+0.5%	+$4.92K	0.46%	48
2015 Q3	$849K	Hold	20,281	–	–	0.46%	48
2015 Q2	$834K	Buy	+20,281	New	+$795K	0.49%	54

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

Cypress Wealth Advisors's MDLZ Position: Q1 2019 in Review

Cypress Wealth Advisors held its Mondelez International (MDLZ) position steady in Q1 2019 at 14,859 shares worth $742K. The position accounts for 0.85% of the portfolio, ranked #39.

Cypress Wealth Advisors first reported a position in MDLZ in Q2 2015 and has held it in 16 quarters since. The position peaked at $947K in Q4 2016. 1,455 funds tracked by Wall St. Rank hold MDLZ as of Q1 2019.

Cypress Wealth Advisors held 14,859 shares of Mondelez International worth $742K as of Q1 2019.
Cypress Wealth Advisors left its Mondelez International share count unchanged in Q1 2019.
Mondelez International made up 0.85% of Cypress Wealth Advisors's portfolio in Q1 2019, its #39 holding.
Cypress Wealth Advisors first reported a position in Mondelez International in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Mondelez International position peaked at $947K in Q4 2016.
1,455 funds tracked by Wall St. Rank held Mondelez International as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.