CWM
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Concert Wealth Management’s Walt Disney DIS Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-5,058
Closed -$535K – 51
2017
Q2 		$535K Sell
5,058
-23,788
-82% -$2.6M 0.52% 60
2017
Q1 		$3M Buy
28,846
+286
+1% +$31.5K 0.68% 24
2016
Q4 		$2.97M Sell
28,560
-4,291
-13% -$418K 0.66% 21
2016
Q3 		$3.06M Sell
32,851
-4,150
-11% -$397K 0.37% 50
2016
Q2 		$3.62M Buy
37,001
+7,553
+26% +$755K 0.49% 38
2016
Q1 		$2.91M Buy
29,448
+583
+2% +$56.3K 0.39% 55
2015
Q4 		$3.05M Buy
28,865
+2,749
+11% +$306K 0.41% 49
2015
Q3 		$2.66M Buy
26,116
+3,539
+16% +$385K 0.36% 55
2015
Q2 		$2.57M Buy
22,577
+1,705
+8% +$187K 0.33% 59
2015
Q1 		$1.09M Buy
20,872
+733
+4% +$74K 0.31% 74
2014
Q4 		$1.9M Sell
20,139
-2,239
-10% -$202K 0.29% 84
2014
Q3 		$1.99M Sell
22,378
-891
-4% -$78.6K 0.27% 48
2014
Q2 		$1.9M Buy
23,269
+45
+0.2% +$3.67K 0.23% 52
2014
Q1 		$1.84M Sell
23,224
-1,155
-5% -$89.5K 0.23% 58
2013
Q4 		$1.86M Sell
24,379
-188
-0.8% -$13K 0.24% 52
2013
Q3 		$1.57M Buy
24,567
+361
+1% +$23.1K 0.22% 64
2013
Q2 		$1.53M Buy
+24,206
New +$1.53M 0.23% 49

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return