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Westover Capital Advisors’s Mondelez International MDLZ Stock Holding History

Westover Capital 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
2018
Q2 		– Sell
-62,309
Closed -$2.6M – 105
2018
Q1 		$2.6M Sell
62,309
-432
-0.7% -$18.8K 1.42% 27
2017
Q4 		$2.69M Buy
62,741
+12,129
+24% +$509K 1.47% 21
2017
Q3 		$2.06M Buy
50,612
+15,004
+42% +$637K 1.21% 29
2017
Q2 		$1.54M Buy
35,608
+3,967
+13% +$179K 1.01% 34
2017
Q1 		$1.36M Sell
31,641
-1,335
-4% -$59.2K 0.91% 39
2016
Q4 		$1.46M Buy
32,976
+1,813
+6% +$78.1K 1.05% 35
2016
Q3 		$1.37M Buy
31,163
+15,923
+104% +$699K 1.02% 36
2016
Q2 		$694K Sell
15,240
-56
-0.4% -$2.44K 0.57% 53
2016
Q1 		$614K Buy
+15,296
New +$623K 0.52% 54

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Westover Capital Advisors's MDLZ Position: Q2 2018 in Review

Westover Capital Advisors sold out of Mondelez International (MDLZ) in Q2 2018, closing a stake of 62,309 shares — an estimated $2.6M sold.

Westover Capital Advisors first reported a position in MDLZ in Q1 2016 and held it in 9 quarters. The position peaked at $2.69M in Q4 2017. 1,350 funds tracked by Wall St. Rank hold MDLZ as of Q2 2018.

  • Westover Capital Advisors reported no remaining Mondelez International position as of Q2 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 62,309 Mondelez International shares in Q2 2018, an estimated $2.6M.
  • Westover Capital Advisors first reported a position in Mondelez International in Q1 2016 and held it in 9 quarters.
  • Westover Capital Advisors's Mondelez International position peaked at $2.69M in Q4 2017.
  • 1,350 funds tracked by Wall St. Rank held Mondelez International as of Q2 2018.

Based on Westover Capital Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.