LBA Wealth Management’s Mondelez International MDLZ Stock Holding History

LBA 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
2017 Q1	$5K	Hold	115	–	–	﹤0.01%	362
2016 Q4	$5K	Sell	115 -290	-72%	-$12.5K	﹤0.01%	364
2016 Q3	$18K	Hold	405	–	–	0.01%	273
2016 Q2	$18K	Hold	405	–	–	0.01%	262
2016 Q1	$16K	Sell	405 -290	-42%	-$11.8K	0.01%	267
2015 Q4	$31K	Hold	695	–	–	0.02%	233
2015 Q3	$29K	Buy	+695	New	+$29.9K	0.02%	207
2014 Q1	–	Sell	-1,000	Closed	-$35K	–	265
2013 Q4	$35K	Buy	+1,000	New	+$33.2K	0.03%	172

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBA Wealth Management's MDLZ Position: Q1 2017 in Review

LBA Wealth Management held its Mondelez International (MDLZ) position steady in Q1 2017 at 115 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

LBA Wealth Management first reported a position in MDLZ in Q4 2013 and has held it in 8 quarters since. The position peaked at $35K in Q4 2013. 1,268 funds tracked by Wall St. Rank hold MDLZ as of Q1 2017.

LBA Wealth Management held 115 shares of Mondelez International worth $5K as of Q1 2017.
LBA Wealth Management left its Mondelez International share count unchanged in Q1 2017.
Mondelez International made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #362 holding.
LBA Wealth Management first reported a position in Mondelez International in Q4 2013 and has held it in 8 quarters since.
LBA Wealth Management's Mondelez International position peaked at $35K in Q4 2013.
1,268 funds tracked by Wall St. Rank held Mondelez International as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.