GGPS
DIS icon

Gary Goldberg Planning Services’s Walt Disney DIS Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$91K Buy
970
+400
+70% +$36.1K 0.04% 158
2014
Q3 		$51K Hold
570
– – 0.02% 219
2014
Q2 		$49K Buy
570
+245
+75% +$20K 0.02% 224
2014
Q1 		$26K Hold
325
– – 0.01% 258
2013
Q4 		$25K Sell
325
-60
-16% -$4.16K 0.01% 242
2013
Q3 		$25K Sell
385
-2,794
-88% -$179K 0.02% 237
2013
Q2 		$201K Buy
+3,179
New +$201K 0.13% 80

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Gary Goldberg Planning Services's DIS Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Walt Disney (DIS) stake by 70% in Q4 2014, buying an estimated $36.1K and bringing the position to 970 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #158.

Gary Goldberg Planning Services first reported a position in DIS in Q2 2013 and has held it in 7 quarters since. The position peaked at $201K in Q2 2013. 1,623 funds tracked by Wall St. Rank hold DIS as of Q4 2014.

  • Gary Goldberg Planning Services held 970 shares of Walt Disney worth $91K as of Q4 2014.
  • Gary Goldberg Planning Services bought 400 Walt Disney shares in Q4 2014, an estimated $36.1K.
  • Walt Disney made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #158 holding.
  • Gary Goldberg Planning Services first reported a position in Walt Disney in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Walt Disney position peaked at $201K in Q2 2013.
  • 1,623 funds tracked by Wall St. Rank held Walt Disney as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.