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Elite Wealth Management’s Mondelez International MDLZ Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-1,294
Closed -$44K – 295
2014
Q3 		$44K Sell
1,294
-500
-28% -$18.2K 0.04% 123
2014
Q2 		$67K Hold
1,794
– – 0.07% 99
2014
Q1 		$62K Sell
1,794
-2,346
-57% -$80.2K 0.05% 109
2013
Q4 		$146K Buy
4,140
+1,179
+40% +$39.2K 0.11% 89
2013
Q3 		$93K Buy
2,961
+1,000
+51% +$31K 0.08% 123
2013
Q2 		$56K Buy
+1,961
New +$59.7K 0.08% 119

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Elite Wealth Management's MDLZ Position: Q4 2014 in Review

Elite Wealth Management sold out of Mondelez International (MDLZ) in Q4 2014, closing a stake of 1,294 shares — an estimated $44K sold.

Elite Wealth Management first reported a position in MDLZ in Q2 2013 and held it in 6 quarters. The position peaked at $146K in Q4 2013. 1,145 funds tracked by Wall St. Rank hold MDLZ as of Q4 2014.

  • Elite Wealth Management reported no remaining Mondelez International position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,294 Mondelez International shares in Q4 2014, an estimated $44K.
  • Elite Wealth Management first reported a position in Mondelez International in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Mondelez International position peaked at $146K in Q4 2013.
  • 1,145 funds tracked by Wall St. Rank held Mondelez International as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.