FIM
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Friedberg Investment Management’s Walt Disney DIS Stock Holding History

Friedberg Investment 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
2016
Q2 		– Sell
-20,180
Closed -$2M – 90
2016
Q1 		$2M Sell
20,180
-4,090
-17% -$395K 1% 40
2015
Q4 		$2.55M Sell
24,270
-11,960
-33% -$1.33M 1.24% 32
2015
Q3 		$3.7M Buy
36,230
+3,880
+12% +$423K 1.77% 20
2015
Q2 		$3.69M Sell
32,350
-1,120
-3% -$123K 1.39% 20
2015
Q1 		$3.51M Buy
33,470
+27,520
+463% +$2.78M 1.28% 27
2014
Q4 		$560K Hold
5,950
– – 0.22% 83
2014
Q3 		$529K Buy
5,950
+50
+0.8% +$4.41K 0.2% 89
2014
Q2 		$505K Hold
5,900
– – 0.18% 89
2014
Q1 		$472K Hold
5,900
– – 0.18% 86
2013
Q4 		$450K Hold
5,900
– – 0.18% 87
2013
Q3 		$380K Hold
5,900
– – 0.17% 82
2013
Q2 		$373K Buy
+5,900
New +$373K 0.17% 82

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return