Westend Partners’s Walt Disney DIS Stock Holding History

Westend Partners’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
2013 Q3	$1.05M	Buy	+15,299	New	+$981K	1.25%	30

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westend Partners's DIS Position: Q3 2013 in Review

Westend Partners opened a new position in Walt Disney (DIS) in Q3 2013: 15,299 shares worth $1.05M. The stake represents 1.25% of the portfolio and ranks #30 among its holdings.

1,295 funds tracked by Wall St. Rank hold DIS as of Q3 2013.

Westend Partners held 15,299 shares of Walt Disney worth $1.05M as of Q3 2013.
Walt Disney was a new Westend Partners position in Q3 2013.
Walt Disney made up 1.25% of Westend Partners's portfolio in Q3 2013, its #30 holding.
1,295 funds tracked by Wall St. Rank held Walt Disney as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.