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VFS
VSR Financial Services’s
Walt Disney
DIS
Stock Holding History
VSR Financial Services’s Portfolio
DIS Stock Details
DIS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q2
$3.45M
Buy
35,263
+5,435
+18%
+$544K
0.57%
48
2016
Q1
$2.96M
Buy
29,828
+2,400
+9%
+$232K
0.31%
86
2015
Q4
$2.88M
Buy
27,428
+2,652
+11%
+$296K
0.31%
83
2015
Q3
$2.53M
Buy
24,776
+5,170
+26%
+$563K
0.29%
91
2015
Q2
$2.24M
Sell
19,606
-765
-4%
-$84K
0.24%
112
2015
Q1
$2.14M
Buy
20,371
+1,372
+7%
+$138K
0.23%
113
2014
Q4
$1.79M
Sell
18,999
-606
-3%
-$54.6K
0.2%
125
2014
Q3
$1.75M
Buy
19,605
+788
+4%
+$69.5K
0.21%
120
2014
Q2
$1.61M
Buy
18,817
+2,945
+19%
+$241K
0.2%
120
2014
Q1
$1.27M
Buy
15,872
+3,692
+30%
+$286K
0.18%
151
2013
Q4
$931K
Buy
12,180
+104
+0.9%
+$7.2K
0.14%
175
2013
Q3
$779K
Sell
12,076
-1,654
-12%
-$106K
0.14%
177
2013
Q2
$867K
Buy
+13,730
New
+$867K
0.17%
143
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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