WealthTrust-Arizona’s Mondelez International MDLZ Stock Holding History

WealthTrust-Arizona’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	$5K	Buy	129 +1	+0.8%	+$43	﹤0.01%	478
2018 Q3	$6K	Buy	128 +1	+0.8%	+$43	﹤0.01%	478
2018 Q2	$5K	Buy	127 +25	+25%	+$1K	﹤0.01%	507
2018 Q1	$4K	Buy	102 +1	+1%	+$43	﹤0.01%	515
2017 Q4	$4K	Hold	101	–	–	﹤0.01%	522
2017 Q3	$4K	Buy	101 +1	+1%	+$42	﹤0.01%	524
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	507
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	496
2016 Q4	$4K	Buy	+100	New	+$4.31K	﹤0.01%	497
2016 Q1	–	Sell	-126	Closed	-$6K	–	594
2015 Q4	$6K	Hold	126	–	–	﹤0.01%	463
2015 Q3	$5K	Hold	126	–	–	﹤0.01%	475
2015 Q2	$5K	Hold	126	–	–	﹤0.01%	492
2015 Q1	$5K	Buy	+126	New	+$4.55K	﹤0.01%	509

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

WealthTrust-Arizona's MDLZ Position: Q4 2018 in Review

WealthTrust-Arizona increased its Mondelez International (MDLZ) stake by 0.78% in Q4 2018, buying an estimated $43 and bringing the position to 129 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

WealthTrust-Arizona first reported a position in MDLZ in Q1 2015 and has held it in 13 quarters since. The position peaked at $6K in Q3 2018. 1,408 funds tracked by Wall St. Rank hold MDLZ as of Q4 2018.

WealthTrust-Arizona held 129 shares of Mondelez International worth $5K as of Q4 2018.
WealthTrust-Arizona bought 1 Mondelez International share in Q4 2018, an estimated $43.
Mondelez International made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #478 holding.
WealthTrust-Arizona first reported a position in Mondelez International in Q1 2015 and has held it in 13 quarters since.
WealthTrust-Arizona's Mondelez International position peaked at $6K in Q3 2018.
1,408 funds tracked by Wall St. Rank held Mondelez International as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.