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Nadler Financial Group’s Mondelez International MDLZ Stock Holding History

Nadler Financial Group’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
Q3 		– Sell
-5,155
Closed -$223K – 79
2017
Q2 		$223K Hold
5,155
– – 0.08% 72
2017
Q1 		$222K Sell
5,155
-34
-0.7% -$1.51K 0.08% 73
2016
Q4 		$230K Buy
5,189
+327
+7% +$14.1K 0.09% 72
2016
Q3 		$213K Sell
4,862
-216
-4% -$9.48K 0.08% 76
2016
Q2 		$231K Sell
5,078
-800
-14% -$34.9K 0.1% 73
2016
Q1 		$236K Buy
5,878
+700
+14% +$28.5K 0.1% 73
2015
Q4 		$232K Hold
5,178
– – 0.1% 75
2015
Q3 		$217K Hold
5,178
– – 0.11% 73
2015
Q2 		$213K Sell
5,178
-571
-10% -$22.4K 0.1% 76
2015
Q1 		$207K Sell
5,749
-833
-13% -$30.1K 0.1% 82
2014
Q4 		$239K Sell
6,582
-69
-1% -$2.51K 0.12% 74
2014
Q3 		$228K Buy
+6,651
New +$242K 0.14% 67

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 $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nadler Financial Group's MDLZ Position: Q3 2017 in Review

Nadler Financial Group sold out of Mondelez International (MDLZ) in Q3 2017, closing a stake of 5,155 shares — an estimated $223K sold.

Nadler Financial Group first reported a position in MDLZ in Q3 2014 and held it in 12 quarters. The position peaked at $239K in Q4 2014. 1,237 funds tracked by Wall St. Rank hold MDLZ as of Q3 2017.

  • Nadler Financial Group reported no remaining Mondelez International position as of Q3 2017 after selling out during the quarter.
  • Nadler Financial Group sold 5,155 Mondelez International shares in Q3 2017, an estimated $223K.
  • Nadler Financial Group first reported a position in Mondelez International in Q3 2014 and held it in 12 quarters.
  • Nadler Financial Group's Mondelez International position peaked at $239K in Q4 2014.
  • 1,237 funds tracked by Wall St. Rank held Mondelez International as of Q3 2017.

Based on Nadler Financial Group's 13F filing for Q3 2017, filed 11 Oct 2017.