WESPAC Advisors SoCal’s Mondelez International MDLZ Stock Holding History

WESPAC Advisors SoCal’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	-1,042	Closed	-$52K	–	206
2019 Q1	$52K	Hold	1,042	–	–	0.03%	116
2018 Q4	$41K	Sell	1,042 -150	-13%	-$6.39K	0.03%	131
2018 Q3	$51K	Buy	+1,192	New	+$50.9K	0.03%	129
2018 Q2	–	Sell	-1,042	Closed	-$43K	–	182
2018 Q1	$43K	Buy	1,042 +350	+51%	+$15.2K	0.02%	120
2017 Q4	$29K	Hold	692	–	–	0.02%	137
2017 Q3	$28K	Hold	692	–	–	0.02%	143
2017 Q2	$29K	Hold	692	–	–	0.02%	134
2017 Q1	$29.8K	Hold	692	–	–	0.02%	133
2016 Q4	$30.7K	Hold	692	–	–	0.02%	134
2016 Q3	$30.4K	Hold	692	–	–	0.02%	127
2016 Q2	$31.5K	Hold	692	–	–	0.02%	133
2016 Q1	$27.8K	Sell	692 -2,000	-74%	-$81.4K	0.02%	135
2015 Q4	$120K	Buy	+2,692	New	+$120K	0.08%	93

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 $3.38T AUM 44.17% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WESPAC Advisors SoCal's MDLZ Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Mondelez International (MDLZ) in Q2 2019, closing a stake of 1,042 shares — an estimated $52K sold.

WESPAC Advisors SoCal first reported a position in MDLZ in Q4 2015 and held it in 13 quarters. The position peaked at $120K in Q4 2015. 1,469 funds tracked by Wall St. Rank hold MDLZ as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Mondelez International position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,042 Mondelez International shares in Q2 2019, an estimated $52K.
WESPAC Advisors SoCal first reported a position in Mondelez International in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Mondelez International position peaked at $120K in Q4 2015.
1,469 funds tracked by Wall St. Rank held Mondelez International as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.