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Sanibel Captiva Investment Advisers’s Mondelez International MDLZ Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$453K Buy
12,837
+3,223
+34% +$107K 0.28% 80
2013
Q3 		$302K Buy
9,614
+1,200
+14% +$37.2K 0.23% 88
2013
Q2 		$240K Buy
+8,414
New +$256K 0.23% 78

Other funds holding MDLZ

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 16.26% 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
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 $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanibel Captiva Investment Advisers's MDLZ Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Mondelez International (MDLZ) stake by 34% in Q4 2013, buying an estimated $107K and bringing the position to 12,837 shares worth $453K. The position accounts for 0.28% of the portfolio, ranked #80.

Sanibel Captiva Investment Advisers first reported a position in MDLZ in Q2 2013 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold MDLZ as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 12,837 shares of Mondelez International worth $453K as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 3,223 Mondelez International shares in Q4 2013, an estimated $107K.
  • Mondelez International made up 0.28% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #80 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Mondelez International in Q2 2013 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Mondelez International as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.