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Independent Portfolio Consultants’s Mondelez International MDLZ Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$7K Hold
154
– – ﹤0.01% 751
2017
Q1 		$7K Sell
154
-351
-70% -$15.6K ﹤0.01% 776
2016
Q4 		$22K Sell
505
-447
-47% -$19.3K 0.01% 616
2016
Q3 		$42K Sell
952
-210
-18% -$9.21K 0.01% 573
2016
Q2 		$53K Sell
1,162
-10
-0.9% -$436 0.02% 539
2016
Q1 		$47K Sell
1,172
-270
-19% -$11K 0.01% 579
2015
Q4 		$65K Hold
1,442
– – 0.02% 543
2015
Q3 		$60K Sell
1,442
-290
-17% -$12.5K 0.01% 557
2015
Q2 		$71K Sell
1,732
-496
-22% -$19.4K 0.01% 564
2015
Q1 		$80K Sell
2,228
-1,144
-34% -$41.4K 0.02% 527
2014
Q4 		$122K Buy
3,372
+180
+6% +$6.55K 0.02% 460
2014
Q3 		$109K Buy
3,192
+817
+34% +$29.8K 0.03% 534
2014
Q2 		$89K Buy
+2,375
New +$86.8K 0.02% 544

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Portfolio Consultants's MDLZ Position: Q2 2017 in Review

Independent Portfolio Consultants held its Mondelez International (MDLZ) position steady in Q2 2017 at 154 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Independent Portfolio Consultants first reported a position in MDLZ in Q2 2014 and has held it in 13 quarters since. The position peaked at $122K in Q4 2014. 1,276 funds tracked by Wall St. Rank hold MDLZ as of Q2 2017.

  • Independent Portfolio Consultants held 154 shares of Mondelez International worth $7K as of Q2 2017.
  • Independent Portfolio Consultants left its Mondelez International share count unchanged in Q2 2017.
  • Mondelez International made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #751 holding.
  • Independent Portfolio Consultants first reported a position in Mondelez International in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Mondelez International position peaked at $122K in Q4 2014.
  • 1,276 funds tracked by Wall St. Rank held Mondelez International as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.