Guardian Investor Services’s Mondelez International MDLZ Stock Holding History

Guardian Investor 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
2015 Q1	$411K	Sell	11,392 -232	-2%	-$8.39K	0.33%	75
2014 Q4	$422K	Sell	11,624 -335	-3%	-$12.2K	0.33%	75
2014 Q3	$410K	Sell	11,959 -694	-5%	-$25.3K	0.33%	73
2014 Q2	$476K	Sell	12,653 -871	-6%	-$31.8K	0.37%	62
2014 Q1	$467K	Sell	13,524 -747	-5%	-$25.5K	0.36%	64
2013 Q4	$504K	Sell	14,271 -25	-0.2%	-$831	0.38%	59
2013 Q3	$449K	Sell	14,296 -149	-1%	-$4.62K	0.37%	61
2013 Q2	$412K	Buy	+14,445	New	+$439K	0.35%	63

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Guardian Investor Services's MDLZ Position: Q1 2015 in Review

Guardian Investor Services reduced its Mondelez International (MDLZ) stake by 2% in Q1 2015, selling an estimated $8.39K and leaving 11,392 shares worth $411K. The position accounts for 0.33% of the portfolio, ranked #75.

Guardian Investor Services first reported a position in MDLZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $504K in Q4 2013. 1,126 funds tracked by Wall St. Rank hold MDLZ as of Q1 2015.

Guardian Investor Services held 11,392 shares of Mondelez International worth $411K as of Q1 2015.
Guardian Investor Services sold 232 Mondelez International shares in Q1 2015, an estimated $8.39K.
Mondelez International made up 0.33% of Guardian Investor Services's portfolio in Q1 2015, its #75 holding.
Guardian Investor Services first reported a position in Mondelez International in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Mondelez International position peaked at $504K in Q4 2013.
1,126 funds tracked by Wall St. Rank held Mondelez International as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.