TWMH
DIS icon

Tiedemann Wealth Management Holdings’s Walt Disney DIS Stock Holding History

Tiedemann Wealth Management Holdings’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
2016
Q4 		– Sell
-325
Closed -$30K – 19
2016
Q3 		$30K Buy
+325
New +$31.1K 0.07% 14

Other funds holding DIS

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State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Tiedemann Wealth Management Holdings's DIS Position: Q4 2016 in Review

Tiedemann Wealth Management Holdings sold out of Walt Disney (DIS) in Q4 2016, closing a stake of 325 shares — an estimated $30K sold.

Tiedemann Wealth Management Holdings first reported a position in DIS in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

  • Tiedemann Wealth Management Holdings reported no remaining Walt Disney position as of Q4 2016 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 325 Walt Disney shares in Q4 2016, an estimated $30K.
  • Tiedemann Wealth Management Holdings first reported a position in Walt Disney in Q3 2016 and held it in 1 quarter.
  • Tiedemann Wealth Management Holdings's Walt Disney position peaked at $30K in Q3 2016.
  • 1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q4 2016, filed 10 Feb 2017.