KJWM
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Kiley Juergens Wealth Management’s Mondelez International MDLZ Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-973
Closed -$41K – 404
2018
Q3 		$41K Buy
973
+201
+26% +$8.57K 0.03% 262
2018
Q2 		$31K Buy
+772
New +$31K 0.03% 264
2018
Q1 		– Sell
-762
Closed -$32K – 396
2017
Q4 		$32K Buy
+762
New +$32K 0.03% 267

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Kiley Juergens Wealth Management's MDLZ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Mondelez International (MDLZ) in Q4 2018, closing a stake of 973 shares — an estimated $41K sold.

Kiley Juergens Wealth Management first reported a position in MDLZ in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Mondelez International position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 973 Mondelez International shares in Q4 2018, an estimated $41K.
  • Kiley Juergens Wealth Management first reported a position in Mondelez International in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Mondelez International position peaked at $41K in Q3 2018.
  • 1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.