Rothschild & Co Wealth Management (UK)’s Mondelez International MDLZ Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q1	–	Sell	-1,200	Closed	-$44K	–	82
2014 Q4	$44K	Hold	1,200	–	–	﹤0.01%	49
2014 Q3	$41K	Hold	1,200	–	–	0.01%	51
2014 Q2	$45K	Hold	1,200	–	–	﹤0.01%	67
2014 Q1	$41K	Buy	+1,200	New	+$41K	0.01%	59

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s MDLZ Position: Q1 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Mondelez International (MDLZ) in Q1 2015, closing a stake of 1,200 shares — an estimated $44K sold.

Rothschild & Co Wealth Management (UK) first reported a position in MDLZ in Q1 2014 and held it in 4 quarters. The position peaked at $45K in Q2 2014. 1,125 funds tracked by Wall St. Rank hold MDLZ as of Q1 2015.

Rothschild & Co Wealth Management (UK) reported no remaining Mondelez International position as of Q1 2015 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 1,200 Mondelez International shares in Q1 2015, an estimated $44K.
Rothschild & Co Wealth Management (UK) first reported a position in Mondelez International in Q1 2014 and held it in 4 quarters.
Rothschild & Co Wealth Management (UK)'s Mondelez International position peaked at $45K in Q2 2014.
1,125 funds tracked by Wall St. Rank held Mondelez International as of Q1 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2015, filed 19 Dec 2019.