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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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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 $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return