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Mariner Wealth Advisors (Cincinnati)’s Mondelez International MDLZ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$579K Buy
13,476
+275
+2% +$11.7K 0.03% 178
2018
Q2 		$541K Sell
13,201
-14,398
-52% -$579K 0.03% 178
2018
Q1 		$1.15M Buy
27,599
+14,582
+112% +$633K 0.07% 122
2017
Q4 		$557K Buy
13,017
+123
+1% +$5.16K 0.03% 167
2017
Q3 		$524K Sell
12,894
-1,628
-11% -$69.1K 0.03% 164
2017
Q2 		$627K Sell
14,522
-702
-5% -$31.7K 0.04% 150
2017
Q1 		$656K Sell
15,224
-292
-2% -$12.9K 0.05% 144
2016
Q4 		$688K Sell
15,516
-333
-2% -$14.3K 0.05% 138
2016
Q3 		$696K Sell
15,849
-1,872
-11% -$82.1K 0.06% 135
2016
Q2 		$806K Hold
17,721
– – 0.07% 128
2016
Q1 		$711K Buy
17,721
+275
+2% +$11.2K 0.07% 127
2015
Q4 		$782K Buy
+17,446
New +$780K 0.08% 121
2015
Q1 		$675K Buy
18,712
+1,650
+10% +$59.6K 0.09% 92
2014
Q4 		$620K Buy
17,062
+1,551
+10% +$56.5K 0.09% 96
2014
Q3 		$531K Sell
15,511
-1,625
-9% -$59.2K 0.09% 103
2014
Q2 		$644K Buy
17,136
+1,667
+11% +$60.9K 0.1% 80
2014
Q1 		$534K Hold
15,469
– – 0.09% 87
2013
Q4 		$546K Buy
15,469
+4,757
+44% +$158K 0.09% 89
2013
Q3 		$337K Sell
10,712
-500
-4% -$15.5K 0.06% 95
2013
Q2 		$320K Buy
+11,212
New +$341K 0.06% 93

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s MDLZ Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Mondelez International (MDLZ) stake by 2.1% in Q3 2018, buying an estimated $11.7K and bringing the position to 13,476 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #178.

Mariner Wealth Advisors (Cincinnati) first reported a position in MDLZ in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2018. 1,345 funds tracked by Wall St. Rank hold MDLZ as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 13,476 shares of Mondelez International worth $579K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 275 Mondelez International shares in Q3 2018, an estimated $11.7K.
  • Mondelez International made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #178 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Mondelez International in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Mondelez International position peaked at $1.15M in Q1 2018.
  • 1,345 funds tracked by Wall St. Rank held Mondelez International as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.