Gupta Wealth Management’s Mondelez International MDLZ Stock Holding History

Gupta Wealth Management’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 Q1	$28K	Sell	690 -461	-40%	-$18.8K	0.01%	585
2015 Q4	$52K	Sell	1,151 -160	-12%	-$7.16K	0.01%	430
2015 Q3	$55K	Buy	1,311 +501	+62%	+$21.6K	0.01%	435
2015 Q2	$33K	Buy	810 +166	+26%	+$6.51K	0.01%	577
2015 Q1	$23K	Buy	+644	New	+$23.3K	0.01%	561

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BIT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's MDLZ Position: Q1 2016 in Review

Gupta Wealth Management reduced its Mondelez International (MDLZ) stake by 40% in Q1 2016, selling an estimated $18.8K and leaving 690 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #585.

Gupta Wealth Management first reported a position in MDLZ in Q1 2015 and has held it in 5 quarters since. The position peaked at $55K in Q3 2015. 1,207 funds tracked by Wall St. Rank hold MDLZ as of Q1 2016.

Gupta Wealth Management held 690 shares of Mondelez International worth $28K as of Q1 2016.
Gupta Wealth Management sold 461 Mondelez International shares in Q1 2016, an estimated $18.8K.
Mondelez International made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #585 holding.
Gupta Wealth Management first reported a position in Mondelez International in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Mondelez International position peaked at $55K in Q3 2015.
1,207 funds tracked by Wall St. Rank held Mondelez International as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.