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Atherton Lane Advisers’s Walt Disney DIS Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$34.3M Buy
326,795
+4,641
+1% +$517K 2% 11
2015
Q3 		$32.9M Buy
322,154
+55,928
+21% +$6.09M 2.06% 10
2015
Q2 		$30.4M Buy
266,226
+11,000
+4% +$1.21M 1.68% 17
2015
Q1 		$26.8M Buy
255,226
+6,695
+3% +$675K 1.44% 24
2014
Q4 		$23.4M Buy
248,531
+244,960
+6,860% +$22.1M 1.28% 36
2014
Q3 		$318K Sell
3,571
-1,110
-24% -$97.9K 0.02% 210
2014
Q2 		$401K Buy
4,681
+1,202
+35% +$98.2K 0.02% 196
2014
Q1 		$279K Buy
3,479
+20
+0.6% +$1.55K 0.02% 129
2013
Q4 		$264K Sell
3,459
-218
-6% -$15.1K 0.02% 130
2013
Q3 		$237K Buy
3,677
+311
+9% +$19.9K 0.02% 126
2013
Q2 		$213K Buy
+3,366
New +$213K 0.02% 131

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Atherton Lane Advisers's DIS Position: Q4 2015 in Review

Atherton Lane Advisers increased its Walt Disney (DIS) stake by 1.4% in Q4 2015, buying an estimated $517K and bringing the position to 326,795 shares worth $34.3M. The position accounts for 2% of the portfolio, ranked #11.

Atherton Lane Advisers first reported a position in DIS in Q2 2013 and has held it in 11 quarters since. 1,803 funds tracked by Wall St. Rank hold DIS as of Q4 2015.

  • Atherton Lane Advisers held 326,795 shares of Walt Disney worth $34.3M as of Q4 2015.
  • Atherton Lane Advisers bought 4,641 Walt Disney shares in Q4 2015, an estimated $517K.
  • Walt Disney made up 2% of Atherton Lane Advisers's portfolio in Q4 2015, its #11 holding.
  • Atherton Lane Advisers first reported a position in Walt Disney in Q2 2013 and has held it in 11 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Walt Disney as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.