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Signature Wealth Management Group’s Mondelez International MDLZ Stock Holding History

Signature Wealth Management 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
-255
Closed -$10K – 204
2018
Q3 		$10K Buy
255
+3
+1% +$128 0.01% 183
2018
Q2 		$10K Buy
252
+1
+0.4% +$40 0.01% 183
2018
Q1 		$10K Buy
251
+2
+0.8% +$87 0.01% 178
2017
Q4 		$11K Buy
+249
New +$10.5K 0.01% 178

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 $3.38T AUM 44.17% 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

Signature Wealth Management Group's MDLZ Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Mondelez International (MDLZ) in Q4 2018, closing a stake of 255 shares — an estimated $10K sold.

Signature Wealth Management Group first reported a position in MDLZ in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q4 2017. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Mondelez International position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 255 Mondelez International shares in Q4 2018, an estimated $10K.
  • Signature Wealth Management Group first reported a position in Mondelez International in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Mondelez International position peaked at $11K in Q4 2017.
  • 1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.