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Rench Wealth Management’s Mondelez International MDLZ Stock Holding History

Rench Wealth Management’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
2014
Q1 		– Sell
-60,047
Closed -$2.12M – 44
2013
Q4 		$2.12M Buy
+60,047
New +$2M 2.05% 23

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rench Wealth Management's MDLZ Position: Q1 2014 in Review

Rench Wealth Management sold out of Mondelez International (MDLZ) in Q1 2014, closing a stake of 60,047 shares — an estimated $2.12M sold.

Rench Wealth Management first reported a position in MDLZ in Q4 2013 and held it in 1 quarter. The position peaked at $2.12M in Q4 2013. 1,082 funds tracked by Wall St. Rank hold MDLZ as of Q1 2014.

  • Rench Wealth Management reported no remaining Mondelez International position as of Q1 2014 after selling out during the quarter.
  • Rench Wealth Management sold 60,047 Mondelez International shares in Q1 2014, an estimated $2.12M.
  • Rench Wealth Management first reported a position in Mondelez International in Q4 2013 and held it in 1 quarter.
  • Rench Wealth Management's Mondelez International position peaked at $2.12M in Q4 2013.
  • 1,082 funds tracked by Wall St. Rank held Mondelez International as of Q1 2014.

Based on Rench Wealth Management's 13F filing for Q1 2014, filed 16 Apr 2014.