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

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's MDLZ Position: Q2 2017 in Review

WFG Advisors increased its Mondelez International (MDLZ) stake by 90% in Q2 2017, buying an estimated $20.2K and bringing the position to 945 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #745.

WFG Advisors first reported a position in MDLZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $559K in Q4 2013. 1,276 funds tracked by Wall St. Rank hold MDLZ as of Q2 2017.

WFG Advisors held 945 shares of Mondelez International worth $41K as of Q2 2017.
WFG Advisors bought 448 Mondelez International shares in Q2 2017, an estimated $20.2K.
Mondelez International made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #745 holding.
WFG Advisors first reported a position in Mondelez International in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Mondelez International position peaked at $559K in Q4 2013.
1,276 funds tracked by Wall St. Rank held Mondelez International as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.