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Ambs Investment Counsel’s Walt Disney DIS Stock Holding History

Ambs Investment Counsel’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$245K Hold
3,800
– – 0.15% 62
2013
Q2 		$240K Buy
+3,800
New +$240K 0.11% 58

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ambs Investment Counsel's DIS Position: Q3 2013 in Review

Ambs Investment Counsel held its Walt Disney (DIS) position steady in Q3 2013 at 3,800 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #62.

Ambs Investment Counsel first reported a position in DIS in Q2 2013 and has held it in 2 quarters since. 1,294 funds tracked by Wall St. Rank hold DIS as of Q3 2013.

  • Ambs Investment Counsel held 3,800 shares of Walt Disney worth $245K as of Q3 2013.
  • Ambs Investment Counsel left its Walt Disney share count unchanged in Q3 2013.
  • Walt Disney made up 0.15% of Ambs Investment Counsel's portfolio in Q3 2013, its #62 holding.
  • Ambs Investment Counsel first reported a position in Walt Disney in Q2 2013 and has held it in 2 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Walt Disney as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.