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Financial Sense Advisors’s Mondelez International MDLZ Stock Holding History

Financial Sense 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
2014
Q3 		– Sell
-82,122
Closed -$3.09M – 132
2014
Q2 		$3.09M Sell
82,122
-961
-1% -$35.1K 1.21% 33
2014
Q1 		$2.87M Buy
83,083
+8,904
+12% +$304K 1.24% 33
2013
Q4 		$2.62M Buy
+74,179
New +$2.47M 1.1% 34

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 $3.37T AUM 44.26% 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 $4.23B AUM 31.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Financial Sense Advisors's MDLZ Position: Q3 2014 in Review

Financial Sense Advisors sold out of Mondelez International (MDLZ) in Q3 2014, closing a stake of 82,122 shares — an estimated $3.09M sold.

Financial Sense Advisors first reported a position in MDLZ in Q4 2013 and held it in 3 quarters. The position peaked at $3.09M in Q2 2014. 1,094 funds tracked by Wall St. Rank hold MDLZ as of Q3 2014.

  • Financial Sense Advisors reported no remaining Mondelez International position as of Q3 2014 after selling out during the quarter.
  • Financial Sense Advisors sold 82,122 Mondelez International shares in Q3 2014, an estimated $3.09M.
  • Financial Sense Advisors first reported a position in Mondelez International in Q4 2013 and held it in 3 quarters.
  • Financial Sense Advisors's Mondelez International position peaked at $3.09M in Q2 2014.
  • 1,094 funds tracked by Wall St. Rank held Mondelez International as of Q3 2014.

Based on Financial Sense Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.