WCM
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Windsor Capital Management’s Mondelez International MDLZ Stock Holding History

Windsor Capital Management’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
Q1 		– Sell
-4,767
Closed -$211K – 114
2016
Q4 		$211K Buy
4,767
+1
+0% +$43 0.11% 105
2016
Q3 		$209K Buy
4,766
+237
+5% +$10.4K 0.11% 107
2016
Q2 		$206K Buy
+4,529
New +$197K 0.12% 101
2016
Q1 		– Sell
-4,529
Closed -$203K – 115
2015
Q4 		$203K Buy
4,529
+38
+0.8% +$1.7K 0.13% 106
2015
Q3 		$188K Buy
+4,491
New +$194K 0.11% 106
2014
Q1 		– Sell
-4,491
Closed -$159K – 201
2013
Q4 		$159K Hold
4,491
– – 0.09% 87
2013
Q3 		$141K Hold
4,491
– – 0.08% 88
2013
Q2 		$128K Buy
+4,491
New +$137K 0.08% 90

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TFM
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JP Morgan Chase
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Bank of America
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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Wellington Management Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return