Index Management Solutions’s Walt Disney DIS Stock Holding History

Index Management Solutions’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 Q3	$32K	Sell	318 -321	-50%	-$35K	0.03%	294
2015 Q2	$73K	Buy	639 +138	+28%	+$15.2K	0.07%	140
2015 Q1	$53K	Sell	501 -294	-37%	-$29.7K	0.04%	116
2014 Q4	$75K	Buy	795 +342	+75%	+$30.8K	0.01%	291
2014 Q3	$40K	Buy	453 +60	+15%	+$5.29K	﹤0.01%	894
2014 Q2	$34K	Sell	393 -156	-28%	-$12.7K	﹤0.01%	921
2014 Q1	$44K	Sell	549 -281	-34%	-$21.8K	0.01%	891
2013 Q4	$63K	Buy	830 +152	+22%	+$10.5K	0.02%	392
2013 Q3	$44K	Buy	+678	New	+$43.5K	0.01%	513

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Index Management Solutions's DIS Position: Q3 2015 in Review

Index Management Solutions reduced its Walt Disney (DIS) stake by 50% in Q3 2015, selling an estimated $35K and leaving 318 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #294.

Index Management Solutions first reported a position in DIS in Q3 2013 and has held it in 9 quarters since. The position peaked at $75K in Q4 2014. 1,711 funds tracked by Wall St. Rank hold DIS as of Q3 2015.

Index Management Solutions held 318 shares of Walt Disney worth $32K as of Q3 2015.
Index Management Solutions sold 321 Walt Disney shares in Q3 2015, an estimated $35K.
Walt Disney made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #294 holding.
Index Management Solutions first reported a position in Walt Disney in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Walt Disney position peaked at $75K in Q4 2014.
1,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.