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Gargoyle Investment Advisor’s Mondelez International MDLZ Stock Holding History

Gargoyle Investment Advisor’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
2016
Q4 		– Sell
-54,700
Closed -$2.4M – 196
2016
Q3 		$2.4M Sell
54,700
-6,500
-11% -$285K 0.91% 51
2016
Q2 		$2.79M Hold
61,200
– – 1.04% 18
2016
Q1 		$2.46M Buy
+61,200
New +$2.49M 0.83% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Gargoyle Investment Advisor's MDLZ Position: Q4 2016 in Review

Gargoyle Investment Advisor sold out of Mondelez International (MDLZ) in Q4 2016, closing a stake of 54,700 shares — an estimated $2.4M sold.

Gargoyle Investment Advisor first reported a position in MDLZ in Q1 2016 and held it in 3 quarters. The position peaked at $2.79M in Q2 2016. 1,253 funds tracked by Wall St. Rank hold MDLZ as of Q4 2016.

  • Gargoyle Investment Advisor reported no remaining Mondelez International position as of Q4 2016 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 54,700 Mondelez International shares in Q4 2016, an estimated $2.4M.
  • Gargoyle Investment Advisor first reported a position in Mondelez International in Q1 2016 and held it in 3 quarters.
  • Gargoyle Investment Advisor's Mondelez International position peaked at $2.79M in Q2 2016.
  • 1,253 funds tracked by Wall St. Rank held Mondelez International as of Q4 2016.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2016, filed 27 Jan 2017.