Taylor Wealth Management Partners’s Mondelez International MDLZ Stock Holding History

Taylor Wealth Management Partners’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	-100	Closed	-$4K	–	130
2018 Q3	$4K	Sell	100 -100	-50%	-$4.27K	﹤0.01%	122
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	116
2018 Q1	$8K	Sell	200 -100	-33%	-$4.34K	﹤0.01%	110
2017 Q4	$13K	Hold	300	–	–	0.01%	121
2017 Q3	$12K	Hold	300	–	–	0.01%	129
2017 Q2	$13K	Hold	300	–	–	0.01%	126
2017 Q1	$13K	Hold	300	–	–	0.01%	126
2016 Q4	$13K	Hold	300	–	–	0.01%	128
2016 Q3	$13K	Sell	300 -100	-25%	-$4.39K	0.01%	121
2016 Q2	$18K	Hold	400	–	–	0.01%	106
2016 Q1	$16K	Hold	400	–	–	0.01%	105
2015 Q4	$18K	Hold	400	–	–	0.01%	101
2015 Q3	$17K	Hold	400	–	–	0.01%	105
2015 Q2	$16K	Hold	400	–	–	0.01%	138
2015 Q1	$14K	Buy	+400	New	+$14.5K	﹤0.01%	126

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Taylor Wealth Management Partners's MDLZ Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Mondelez International (MDLZ) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in MDLZ in Q1 2015 and held it in 15 quarters. The position peaked at $18K in Q2 2016. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

Taylor Wealth Management Partners reported no remaining Mondelez International position as of Q4 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 100 Mondelez International shares in Q4 2018, an estimated $4K.
Taylor Wealth Management Partners first reported a position in Mondelez International in Q1 2015 and held it in 15 quarters.
Taylor Wealth Management Partners's Mondelez International position peaked at $18K in Q2 2016.
1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.