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Mader & Shannon Wealth Management’s Walt Disney DIS Stock Holding History

Mader & Shannon 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
2015
Q1 		– Sell
-50,937
Closed -$4.8M – 24
2014
Q4 		$4.8M Buy
+50,937
New +$4.59M 3.23% 12
2014
Q3 		– Sell
-62,856
Closed -$5.39M – 16
2014
Q2 		$5.39M Buy
+62,856
New +$5.13M 4.14% 5

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mader & Shannon Wealth Management's DIS Position: Q1 2015 in Review

Mader & Shannon Wealth Management sold out of Walt Disney (DIS) in Q1 2015, closing a stake of 50,937 shares — an estimated $4.8M sold.

Mader & Shannon Wealth Management first reported a position in DIS in Q2 2014 and held it in 2 quarters. The position peaked at $5.39M in Q2 2014. 1,679 funds tracked by Wall St. Rank hold DIS as of Q1 2015.

  • Mader & Shannon Wealth Management reported no remaining Walt Disney position as of Q1 2015 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 50,937 Walt Disney shares in Q1 2015, an estimated $4.8M.
  • Mader & Shannon Wealth Management first reported a position in Walt Disney in Q2 2014 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Walt Disney position peaked at $5.39M in Q2 2014.
  • 1,679 funds tracked by Wall St. Rank held Walt Disney as of Q1 2015.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.