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WA
WFG Advisors’s
Mondelez International
MDLZ
Stock Holding History
WFG 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
2017
Q2
$41K
Buy
945
+448
+90%
+$20.2K
0.01%
745
2017
Q1
$21K
Sell
497
-434
-47%
-$19.2K
0.01%
870
2016
Q4
$41K
Buy
931
+58
+7%
+$2.5K
0.01%
757
2016
Q3
$38K
Sell
873
-105
-11%
-$4.61K
0.01%
768
2016
Q2
$45K
Buy
978
+287
+42%
+$12.5K
0.01%
710
2016
Q1
$28K
Sell
691
-333
-33%
-$13.6K
0.01%
809
2015
Q4
$46K
Buy
1,024
+73
+8%
+$3.27K
0.01%
683
2015
Q3
$40K
Sell
951
-147
-13%
-$6.33K
0.01%
707
2015
Q2
$45K
Sell
1,098
-701
-39%
-$27.5K
0.01%
757
2015
Q1
$65K
Sell
1,799
-8,839
-83%
-$320K
0.02%
661
2014
Q4
$386K
Sell
10,638
-2,225
-17%
-$81K
0.08%
281
2014
Q3
$441K
Sell
12,863
-809
-6%
-$29.5K
0.08%
278
2014
Q2
$514K
Buy
13,672
+10
+0.1%
+$366
0.1%
253
2014
Q1
$472K
Sell
13,662
-2,180
-14%
-$74.5K
0.1%
253
2013
Q4
$559K
Buy
15,842
+300
+2%
+$9.97K
0.08%
290
2013
Q3
$488K
Buy
15,542
+1,818
+13%
+$56.4K
0.08%
286
2013
Q2
$392K
Buy
+13,724
New
+$418K
0.07%
302
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1-Year Est. Return
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30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
TFM
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$3.86B AUM
26.59%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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