Hoertkorn Richard Charles’s Mondelez International MDLZ Stock Holding History

Hoertkorn Richard Charles’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	–	Sell	-100	Closed	-$4K	–	95
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	96
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	94
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	90
2015 Q1	$4K	Sell	100 -600	-86%	-$21.7K	﹤0.01%	95
2014 Q4	$25K	Hold	700	–	–	0.02%	78
2014 Q3	$24K	Hold	700	–	–	0.02%	74
2014 Q2	$26K	Hold	700	–	–	0.02%	75
2014 Q1	$24K	Hold	700	–	–	0.02%	73
2013 Q4	$25K	Buy	+700	New	+$23.3K	0.02%	75

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoertkorn Richard Charles's MDLZ Position: Q1 2016 in Review

Hoertkorn Richard Charles sold out of Mondelez International (MDLZ) in Q1 2016, closing a stake of 100 shares — an estimated $4K sold.

Hoertkorn Richard Charles first reported a position in MDLZ in Q4 2013 and held it in 9 quarters. The position peaked at $26K in Q2 2014. 1,206 funds tracked by Wall St. Rank hold MDLZ as of Q1 2016.

Hoertkorn Richard Charles reported no remaining Mondelez International position as of Q1 2016 after selling out during the quarter.
Hoertkorn Richard Charles sold 100 Mondelez International shares in Q1 2016, an estimated $4K.
Hoertkorn Richard Charles first reported a position in Mondelez International in Q4 2013 and held it in 9 quarters.
Hoertkorn Richard Charles's Mondelez International position peaked at $26K in Q2 2014.
1,206 funds tracked by Wall St. Rank held Mondelez International as of Q1 2016.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2016, filed 14 Apr 2016.