Regal Investment Advisors’s Mondelez International MDLZ Stock Holding History

Regal 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
2015 Q4	–	Sell	-172	Closed	-$7K	–	630
2015 Q3	$7K	Hold	172	–	–	﹤0.01%	760
2015 Q2	$7K	Sell	172 -42	-20%	-$1.65K	﹤0.01%	704
2015 Q1	$8K	Hold	214	–	–	﹤0.01%	732
2014 Q4	$8K	Hold	214	–	–	﹤0.01%	667
2014 Q3	$7K	Sell	214 -300	-58%	-$10.9K	﹤0.01%	746
2014 Q2	$19K	Buy	514 +300	+140%	+$11K	0.01%	557
2014 Q1	$7K	Hold	214	–	–	﹤0.01%	694
2013 Q4	$8K	Sell	214 -407	-66%	-$13.5K	﹤0.01%	620
2013 Q3	$20K	Sell	621 -120	-16%	-$3.72K	0.01%	473
2013 Q2	$21K	Buy	+741	New	+$22.5K	0.01%	452

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Investment Advisors's MDLZ Position: Q4 2015 in Review

Regal Investment Advisors sold out of Mondelez International (MDLZ) in Q4 2015, closing a stake of 172 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in MDLZ in Q2 2013 and held it in 10 quarters. The position peaked at $21K in Q2 2013. 1,232 funds tracked by Wall St. Rank hold MDLZ as of Q4 2015.

Regal Investment Advisors reported no remaining Mondelez International position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 172 Mondelez International shares in Q4 2015, an estimated $7K.
Regal Investment Advisors first reported a position in Mondelez International in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Mondelez International position peaked at $21K in Q2 2013.
1,232 funds tracked by Wall St. Rank held Mondelez International as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.