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Summit Wealth & Retirement Planning’s Mondelez International MDLZ Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-7,216
Closed -$360K – 139
2019
Q1 		$360K Buy
7,216
+119
+2% +$5.46K 0.21% 100
2018
Q4 		$284K Buy
+7,097
New +$303K 0.22% 94

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth & Retirement Planning's MDLZ Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of Mondelez International (MDLZ) in Q2 2019, closing a stake of 7,216 shares — an estimated $360K sold.

Summit Wealth & Retirement Planning first reported a position in MDLZ in Q4 2018 and held it in 2 quarters. The position peaked at $360K in Q1 2019. 1,469 funds tracked by Wall St. Rank hold MDLZ as of Q2 2019.

  • Summit Wealth & Retirement Planning reported no remaining Mondelez International position as of Q2 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 7,216 Mondelez International shares in Q2 2019, an estimated $360K.
  • Summit Wealth & Retirement Planning first reported a position in Mondelez International in Q4 2018 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Mondelez International position peaked at $360K in Q1 2019.
  • 1,469 funds tracked by Wall St. Rank held Mondelez International as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.