Simply Money Advisors’s Mondelez International MDLZ Stock Holding History

Simply Money 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
2014 Q2	–	Sell	-415	Closed	-$14K	–	34
2014 Q1	$14K	Buy	+415	New	+$14.2K	﹤0.01%	37
2013 Q3	–	Sell	-300	Closed	-$9K	–	270
2013 Q2	$9K	Buy	+300	New	+$9.13K	﹤0.01%	175

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Simply Money Advisors's MDLZ Position: Q2 2014 in Review

Simply Money Advisors sold out of Mondelez International (MDLZ) in Q2 2014, closing a stake of 415 shares — an estimated $14K sold.

Simply Money Advisors first reported a position in MDLZ in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 1,096 funds tracked by Wall St. Rank hold MDLZ as of Q2 2014.

Simply Money Advisors reported no remaining Mondelez International position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 415 Mondelez International shares in Q2 2014, an estimated $14K.
Simply Money Advisors first reported a position in Mondelez International in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Mondelez International position peaked at $14K in Q1 2014.
1,096 funds tracked by Wall St. Rank held Mondelez International as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.