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Tiedemann Trust’s Walt Disney DIS Stock Holding History

Tiedemann Trust’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 		– Sell
-7,744
Closed -$884K – 64
2015
Q2 		$884K Sell
7,744
-547
-7% -$60.1K 0.07% 41
2015
Q1 		$871K Buy
8,291
+347
+4% +$35K 0.08% 37
2014
Q4 		$748K Sell
7,944
-273
-3% -$24.6K 0.06% 43
2014
Q3 		$731K Sell
8,217
-347
-4% -$30.6K 0.07% 60
2014
Q2 		$733K Buy
+8,564
New +$699K 0.07% 62
2013
Q3 		– Sell
-15,000
Closed -$947K – 84
2013
Q2 		$947K Buy
+15,000
New +$948K 0.16% 46

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
State Farm Mutual Automobile Insurance
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tiedemann Trust's DIS Position: Q3 2015 in Review

Tiedemann Trust sold out of Walt Disney (DIS) in Q3 2015, closing a stake of 7,744 shares — an estimated $884K sold.

Tiedemann Trust first reported a position in DIS in Q2 2013 and held it in 6 quarters. The position peaked at $947K in Q2 2013. 1,711 funds tracked by Wall St. Rank hold DIS as of Q3 2015.

  • Tiedemann Trust reported no remaining Walt Disney position as of Q3 2015 after selling out during the quarter.
  • Tiedemann Trust sold 7,744 Walt Disney shares in Q3 2015, an estimated $884K.
  • Tiedemann Trust first reported a position in Walt Disney in Q2 2013 and held it in 6 quarters.
  • Tiedemann Trust's Walt Disney position peaked at $947K in Q2 2013.
  • 1,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2015.

Based on Tiedemann Trust's 13F filing for Q3 2015, filed 20 Oct 2015.