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Mountain Capital Investment Advisors’s Mondelez International MDLZ Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-838
Closed -$34K – 262
2017
Q3 		$34K Hold
838
– – 0.03% 146
2017
Q2 		$36K Buy
+838
New +$37.8K 0.04% 155

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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

Mountain Capital Investment Advisors's MDLZ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Mondelez International (MDLZ) in Q4 2017, closing a stake of 838 shares — an estimated $34K sold.

Mountain Capital Investment Advisors first reported a position in MDLZ in Q2 2017 and held it in 2 quarters. The position peaked at $36K in Q2 2017. 1,343 funds tracked by Wall St. Rank hold MDLZ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Mondelez International position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 838 Mondelez International shares in Q4 2017, an estimated $34K.
  • Mountain Capital Investment Advisors first reported a position in Mondelez International in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Mondelez International position peaked at $36K in Q2 2017.
  • 1,343 funds tracked by Wall St. Rank held Mondelez International as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.