PWAG
MDLZ icon

Polaris Wealth Advisory Group’s Mondelez International MDLZ Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-690
Closed -$30K – 320
2018
Q3 		$30K Buy
690
+140
+25% +$5.97K ﹤0.01% 292
2018
Q2 		$23K Hold
550
– – ﹤0.01% 168
2018
Q1 		$23K Buy
+550
New +$23.9K ﹤0.01% 287

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

Polaris Wealth Advisory Group's MDLZ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Mondelez International (MDLZ) in Q4 2018, closing a stake of 690 shares — an estimated $30K sold.

Polaris Wealth Advisory Group first reported a position in MDLZ in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q3 2018. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Mondelez International position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 690 Mondelez International shares in Q4 2018, an estimated $30K.
  • Polaris Wealth Advisory Group first reported a position in Mondelez International in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Mondelez International position peaked at $30K in Q3 2018.
  • 1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.