IP
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Intellectus Partners’s Mondelez International MDLZ Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-300
Closed -$15K – 321
2019
Q1 		$15K Sell
300
-500
-63% -$22.9K 0.01% 327
2018
Q4 		$32K Hold
800
– – 0.02% 167
2018
Q3 		$35K Hold
800
– – 0.01% 378
2018
Q2 		$33K Sell
800
-800
-50% -$32.1K 0.01% 377
2018
Q1 		$34K Buy
1,600
+800
+100% +$34.7K 0.01% 380
2017
Q4 		$34K Hold
800
– – 0.01% 381
2017
Q3 		$33K Sell
800
-5
-0.6% -$212 0.01% 460
2017
Q2 		$35K Buy
805
+5
+0.6% +$225 0.02% 431
2017
Q1 		$35K Hold
800
– – 0.02% 388
2016
Q4 		$36K Buy
+800
New +$34.5K 0.02% 374

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return