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Sound View Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Sound View Wealth 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
2019
Q1 		$735K Sell
14,721
-2,422
-14% -$111K 0.23% 111
2018
Q4 		$686K Buy
+17,143
New +$731K 0.25% 109

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's MDLZ Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Mondelez International (MDLZ) stake by 14% in Q1 2019, selling an estimated $111K and leaving 14,721 shares worth $735K. The position accounts for 0.23% of the portfolio, ranked #111.

Sound View Wealth Advisors first reported a position in MDLZ in Q4 2018 and has held it in 2 quarters since. 1,455 funds tracked by Wall St. Rank hold MDLZ as of Q1 2019.

  • Sound View Wealth Advisors held 14,721 shares of Mondelez International worth $735K as of Q1 2019.
  • Sound View Wealth Advisors sold 2,422 Mondelez International shares in Q1 2019, an estimated $111K.
  • Mondelez International made up 0.23% of Sound View Wealth Advisors's portfolio in Q1 2019, its #111 holding.
  • Sound View Wealth Advisors first reported a position in Mondelez International in Q4 2018 and has held it in 2 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Mondelez International as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.