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Wealthfront’s Mondelez International MDLZ Stock Holding History

Wealthfront’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
Q3 		$861K Buy
20,045
+2,892
+17% +$123K 0.01% 288
2018
Q2 		$703K Sell
17,153
-15,477
-47% -$622K 0.01% 317
2018
Q1 		$1.36M Buy
32,630
+2,455
+8% +$107K 0.01% 189
2017
Q4 		$1.29M Buy
30,175
+10,980
+57% +$461K 0.01% 184
2017
Q3 		$780K Sell
19,195
-3,994
-17% -$170K 0.01% 237
2017
Q2 		$1M Buy
23,189
+2,920
+14% +$132K 0.02% 153
2017
Q1 		$873K Buy
20,269
+2,337
+13% +$104K 0.02% 142
2016
Q4 		$795K Sell
17,932
-5,094
-22% -$219K 0.02% 138
2016
Q3 		$1.01M Buy
23,026
+2,923
+15% +$128K 0.02% 105
2016
Q2 		$915K Buy
20,103
+4,362
+28% +$190K 0.03% 104
2016
Q1 		$632K Sell
15,741
-16,325
-51% -$665K 0.02% 127
2015
Q4 		$1.44M Buy
32,066
+880
+3% +$39.4K 0.05% 70
2015
Q3 		$1.31M Buy
31,186
+12,013
+63% +$518K 0.05% 68
2015
Q2 		$789K Buy
19,173
+14,896
+348% +$584K 0.03% 69
2015
Q1 		$154K Buy
4,277
+1,730
+68% +$62.5K 0.01% 300
2014
Q4 		$93K Sell
2,547
-3,403
-57% -$124K 0.01% 366
2014
Q3 		$204K Sell
5,950
-502
-8% -$18.3K 0.01% 148
2014
Q2 		$245K Buy
6,452
+3,000
+87% +$110K 0.02% 85
2014
Q1 		$120K Buy
+3,452
New +$118K 0.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealthfront's MDLZ Position: Q3 2018 in Review

Wealthfront increased its Mondelez International (MDLZ) stake by 17% in Q3 2018, buying an estimated $123K and bringing the position to 20,045 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #288.

Wealthfront first reported a position in MDLZ in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2015. 1,346 funds tracked by Wall St. Rank hold MDLZ as of Q3 2018.

  • Wealthfront held 20,045 shares of Mondelez International worth $861K as of Q3 2018.
  • Wealthfront bought 2,892 Mondelez International shares in Q3 2018, an estimated $123K.
  • Mondelez International made up 0.01% of Wealthfront's portfolio in Q3 2018, its #288 holding.
  • Wealthfront first reported a position in Mondelez International in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Mondelez International position peaked at $1.44M in Q4 2015.
  • 1,346 funds tracked by Wall St. Rank held Mondelez International as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.