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Summit Financial Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Summit Financial 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
2015
Q4 		– Sell
-3,500
Closed -$146K – 177
2015
Q3 		$146K Hold
3,500
– – 0.09% 88
2015
Q2 		$143K Hold
3,500
– – 0.09% 93
2015
Q1 		$138K Hold
3,500
– – 0.09% 80
2014
Q4 		$127K Buy
+3,500
New +$127K 0.09% 82

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial Wealth Advisors's MDLZ Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2015, closing a stake of 3,500 shares — an estimated $146K sold.

Summit Financial Wealth Advisors first reported a position in MDLZ in Q4 2014 and held it in 4 quarters. The position peaked at $146K in Q3 2015. 1,232 funds tracked by Wall St. Rank hold MDLZ as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Mondelez International position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,500 Mondelez International shares in Q4 2015, an estimated $146K.
  • Summit Financial Wealth Advisors first reported a position in Mondelez International in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Mondelez International position peaked at $146K in Q3 2015.
  • 1,232 funds tracked by Wall St. Rank held Mondelez International as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.