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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return