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Wilson Kemp & Associates’s Mondelez International MDLZ Stock Holding History

Wilson Kemp & Associates’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
2014
Q3 		– Sell
-7,600
Closed -$286K – 39
2014
Q2 		$286K Sell
7,600
-1,250
-14% -$45.7K 1.03% 43
2014
Q1 		$306K Sell
8,850
-500
-5% -$17.1K 0.8% 42
2013
Q4 		$330K Buy
9,350
+450
+5% +$15K 0.63% 49
2013
Q3 		$280K Sell
8,900
-20,115
-69% -$624K 0.62% 50
2013
Q2 		$828K Buy
+29,015
New +$883K 0.79% 39

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wilson Kemp & Associates's MDLZ Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Mondelez International (MDLZ) in Q3 2014, closing a stake of 7,600 shares — an estimated $286K sold.

Wilson Kemp & Associates first reported a position in MDLZ in Q2 2013 and held it in 5 quarters. The position peaked at $828K in Q2 2013. 1,094 funds tracked by Wall St. Rank hold MDLZ as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Mondelez International position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 7,600 Mondelez International shares in Q3 2014, an estimated $286K.
  • Wilson Kemp & Associates first reported a position in Mondelez International in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Mondelez International position peaked at $828K in Q2 2013.
  • 1,094 funds tracked by Wall St. Rank held Mondelez International as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.