Fusion Family Wealth’s Mondelez International MDLZ Stock Holding History

Fusion Family 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
2017 Q4	–	Sell	-104	Closed	-$4K	–	296
2017 Q3	$4K	Buy	+104	New	+$4.42K	﹤0.01%	184

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

TFM

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

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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fusion Family Wealth's MDLZ Position: Q4 2017 in Review

Fusion Family Wealth sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 104 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in MDLZ in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 1,343 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

Fusion Family Wealth reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 104 Mondelez International shares in Q4 2017, an estimated $4K.
Fusion Family Wealth first reported a position in Mondelez International in Q3 2017 and held it in 1 quarter.
Fusion Family Wealth's Mondelez International position peaked at $4K in Q3 2017.
1,343 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.