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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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Physicians Financial Services's MDLZ Position: Q4 2018 in Review

Physicians Financial Services sold out of Mondelez International (MDLZ) in Q4 2018, closing a stake of 9,100 shares — an estimated $391K sold.

Physicians Financial Services first reported a position in MDLZ in Q4 2015 and held it in 8 quarters. The position peaked at $666K in Q4 2015. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

  • Physicians Financial Services reported no remaining Mondelez International position as of Q4 2018 after selling out during the quarter.
  • Physicians Financial Services sold 9,100 Mondelez International shares in Q4 2018, an estimated $391K.
  • Physicians Financial Services first reported a position in Mondelez International in Q4 2015 and held it in 8 quarters.
  • Physicians Financial Services's Mondelez International position peaked at $666K in Q4 2015.
  • 1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Physicians Financial Services's 13F filing for Q4 2018, filed 22 Jan 2019.