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Delphi Private Advisors’s Mondelez International MDLZ Stock Holding History

Delphi Private 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
2017
Q1 		– Sell
-68
Closed -$3K – 222
2016
Q4 		$3K Sell
68
-45
-40% -$1.94K 0.01% 169
2016
Q3 		$5K Sell
113
-361
-76% -$15.8K 0.01% 163
2016
Q2 		$22K Buy
474
+42
+10% +$1.83K 0.04% 81
2016
Q1 		$17K Sell
432
-61
-12% -$2.48K 0.03% 107
2015
Q4 		$22K Buy
+493
New +$22.1K 0.04% 100

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Delphi Private Advisors's MDLZ Position: Q1 2017 in Review

Delphi Private Advisors sold out of Mondelez International (MDLZ) in Q1 2017, closing a stake of 68 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in MDLZ in Q4 2015 and held it in 5 quarters. The position peaked at $22K in Q2 2016. 1,268 funds tracked by Wall St. Rank hold MDLZ as of Q1 2017.

  • Delphi Private Advisors reported no remaining Mondelez International position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 68 Mondelez International shares in Q1 2017, an estimated $3K.
  • Delphi Private Advisors first reported a position in Mondelez International in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Mondelez International position peaked at $22K in Q2 2016.
  • 1,268 funds tracked by Wall St. Rank held Mondelez International as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.