Integrated Wealth Counsel’s Mondelez International MDLZ Stock Holding History

Integrated Wealth Counsel’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 Q4	$24K	Hold	538	–	–	0.05%	101
2016 Q3	$24K	Buy	+538	New	+$23.6K	0.05%	90
2014 Q3	–	Sell	-1,500	Closed	-$56K	–	82
2014 Q2	$56K	Sell	1,500 -158	-10%	-$5.78K	0.04%	66
2014 Q1	$57K	Hold	1,658	–	–	0.05%	90
2013 Q4	$59K	Buy	1,658 +1	+0.1%	+$33	0.04%	92
2013 Q3	$52.1K	Buy	1,657 +50	+3%	+$1.55K	0.04%	97
2013 Q2	$46K	Buy	+1,607	New	+$48.9K	0.03%	104

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

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

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

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

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Integrated Wealth Counsel's MDLZ Position: Q4 2016 in Review

Integrated Wealth Counsel held its Mondelez International (MDLZ) position steady in Q4 2016 at 538 shares worth $24K. The position accounts for 0.05% of the portfolio, ranked #101.

Integrated Wealth Counsel first reported a position in MDLZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $59K in Q4 2013. 1,253 funds tracked by Wall St. Rank hold MDLZ as of Q4 2016.

Integrated Wealth Counsel held 538 shares of Mondelez International worth $24K as of Q4 2016.
Integrated Wealth Counsel left its Mondelez International share count unchanged in Q4 2016.
Mondelez International made up 0.05% of Integrated Wealth Counsel's portfolio in Q4 2016, its #101 holding.
Integrated Wealth Counsel first reported a position in Mondelez International in Q2 2013 and has held it in 7 quarters since.
Integrated Wealth Counsel's Mondelez International position peaked at $59K in Q4 2013.
1,253 funds tracked by Wall St. Rank held Mondelez International as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.