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Cleary Gull’s Walt Disney DIS Stock Holding History

Cleary Gull’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
Q1 		$21K Buy
+200
New +$20.2K 0.02% 49

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cleary Gull's DIS Position: Q1 2015 in Review

Cleary Gull opened a new position in Walt Disney (DIS) in Q1 2015: 200 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #49 among its holdings.

1,677 funds tracked by Wall St. Rank hold DIS as of Q1 2015.

  • Cleary Gull held 200 shares of Walt Disney worth $21K as of Q1 2015.
  • Walt Disney was a new Cleary Gull position in Q1 2015.
  • Walt Disney made up 0.02% of Cleary Gull's portfolio in Q1 2015, its #49 holding.
  • 1,677 funds tracked by Wall St. Rank held Walt Disney as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.