PFS
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Physicians Financial Services’s Mondelez International MDLZ Stock Holding History

Physicians Financial Services’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
-9,100
Closed -$391K – 111
2018
Q3 		$391K Sell
9,100
-400
-4% -$17.1K 0.27% 80
2018
Q2 		$390K Sell
9,500
-300
-3% -$12.1K 0.29% 78
2018
Q1 		$398K Buy
+9,800
New +$426K 0.32% 79
2017
Q1 		– Sell
-227
Closed -$10K – 205
2016
Q4 		$10K Hold
227
– – 0.01% 236
2016
Q3 		$10K Buy
227
+1
+0.4% +$44 0.01% 230
2016
Q2 		$10K Hold
226
– – 0.01% 229
2016
Q1 		$9K Sell
226
-14,630
-98% -$596K 0.01% 227
2015
Q4 		$666K Buy
+14,856
New +$665K 0.62% 51

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State Street
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JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $3.14B AUM 8.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return