Gary Goldberg Planning Services’s Mondelez International MDLZ Stock Holding History

Gary Goldberg Planning Services’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	$300K	Buy	8,264 +3	+0%	+$109	0.13%	87
2014 Q3	$283K	Sell	8,261 -857	-9%	-$31.2K	0.12%	91
2014 Q2	$343K	Sell	9,118 -78	-0.8%	-$2.85K	0.15%	81
2014 Q1	$318K	Buy	9,196 +188	+2%	+$6.42K	0.16%	80
2013 Q4	$318K	Buy	9,008 +3	+0%	+$100	0.19%	75
2013 Q3	$283K	Buy	9,005 +3	+0%	+$93	0.17%	79
2013 Q2	$257K	Buy	+9,002	New	+$274K	0.16%	71

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Gary Goldberg Planning Services's MDLZ Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Mondelez International (MDLZ) stake by 0.04% in Q4 2014, buying an estimated $109 and bringing the position to 8,264 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #87.

Gary Goldberg Planning Services first reported a position in MDLZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $343K in Q2 2014. 1,144 funds tracked by Wall St. Rank hold MDLZ as of Q4 2014.

Gary Goldberg Planning Services held 8,264 shares of Mondelez International worth $300K as of Q4 2014.
Gary Goldberg Planning Services bought 3 Mondelez International shares in Q4 2014, an estimated $109.
Mondelez International made up 0.13% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #87 holding.
Gary Goldberg Planning Services first reported a position in Mondelez International in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Mondelez International position peaked at $343K in Q2 2014.
1,144 funds tracked by Wall St. Rank held Mondelez International as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.