Keel Point Advisors’s Walt Disney DIS Stock Holding History

Keel Point Advisors’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	$522K	Buy	+5,539	New	+$499K	0.42%	28

Other funds holding DIS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keel Point Advisors's DIS Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Walt Disney (DIS) in Q4 2014: 5,539 shares worth $522K. The stake represents 0.42% of the portfolio and ranks #28 among its holdings.

1,623 funds tracked by Wall St. Rank hold DIS as of Q4 2014.

Keel Point Advisors held 5,539 shares of Walt Disney worth $522K as of Q4 2014.
Walt Disney was a new Keel Point Advisors position in Q4 2014.
Walt Disney made up 0.42% of Keel Point Advisors's portfolio in Q4 2014, its #28 holding.
1,623 funds tracked by Wall St. Rank held Walt Disney as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.