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Genesis Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Genesis Wealth 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
2015
Q2 		$48.6K Sell
1,182
-100
-8% -$3.92K 0.04% 177
2015
Q1 		$46.5K Hold
1,282
– – 0.04% 199
2014
Q4 		$47K Buy
+1,282
New +$46.7K 0.04% 224

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Genesis Wealth Advisors's MDLZ Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Mondelez International (MDLZ) stake by 7.8% in Q2 2015, selling an estimated $3.92K and leaving 1,182 shares worth $48.6K. The position accounts for 0.04% of the portfolio, ranked #177.

Genesis Wealth Advisors first reported a position in MDLZ in Q4 2014 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold MDLZ as of Q2 2015.

  • Genesis Wealth Advisors held 1,182 shares of Mondelez International worth $48.6K as of Q2 2015.
  • Genesis Wealth Advisors sold 100 Mondelez International shares in Q2 2015, an estimated $3.92K.
  • Mondelez International made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #177 holding.
  • Genesis Wealth Advisors first reported a position in Mondelez International in Q4 2014 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Mondelez International as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.