US Financial Advisors’s Mondelez International MDLZ Stock Holding History

US Financial 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
2016 Q1	–	Sell	-4,155	Closed	-$186K	–	561
2015 Q4	$186K	Buy	4,155 +69	+2%	+$3.09K	0.18%	67
2015 Q3	$171K	Hold	4,086	–	–	0.28%	56
2015 Q2	$168K	Sell	4,086 -69	-2%	-$2.71K	0.16%	57
2015 Q1	$150K	Buy	4,155 +2,490	+150%	+$90K	0.14%	61
2014 Q4	$60K	Buy	+1,665	New	+$60.6K	0.05%	99

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Financial Advisors's MDLZ Position: Q1 2016 in Review

US Financial Advisors sold out of Mondelez International (MDLZ) in Q1 2016, closing a stake of 4,155 shares — an estimated $186K sold.

US Financial Advisors first reported a position in MDLZ in Q4 2014 and held it in 5 quarters. The position peaked at $186K in Q4 2015. 1,206 funds tracked by Wall St. Rank hold MDLZ as of Q1 2016.

US Financial Advisors reported no remaining Mondelez International position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 4,155 Mondelez International shares in Q1 2016, an estimated $186K.
US Financial Advisors first reported a position in Mondelez International in Q4 2014 and held it in 5 quarters.
US Financial Advisors's Mondelez International position peaked at $186K in Q4 2015.
1,206 funds tracked by Wall St. Rank held Mondelez International as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.