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Walt Disney
DIS
DIS
111.25
USD
+0.64
0.58%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
111.00
-0.25
0.22%
1 day
0.58%
5 days
6.91%
1 month
15.11%
3 months
7.72%
6 months
5.9%
Year to date
-0.54%
1 year
-5.49%
5 years
-37.61%
10 years
16.43%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2001 |
BBPWM
2001
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$216K | -2,319 | Closed |
|
| 2002 |
PV
2002
Private Vista
Chicago,
Illinois
| – | -$209K | -2,296 | Closed |
|
| 2003 |
TG
2003
TLP Group
Evanston,
Illinois
| – | -$129K | -1,384 | Closed |
|
| 2004 |
DVM
2004
Dreman Value Management
West Palm Beach,
Florida
| – | -$44K | -470 | Closed |
|
| 2005 |
TWMH
2005
Tiedemann Wealth Management Holdings
New York
| – | -$30K | -325 | Closed |
|
| 2006 |
HS
2006
Horan Securities
Cincinnati,
United States
| – | -$24K | -260 | Closed |
|
| 2007 |
HCM
2007
Herndon Capital Management
Atlanta,
Georgia
| – | -$13K | -137 | Closed |
|
| 2008 |
HW
2008
Hedeker Wealth
Lincolnshire,
Illinois
| – | -$1.4K | -129 | Closed |
|
| 2009 |
JAM
2009
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$9K | -100 | Closed |
|
| 2010 |
SFPM
2010
Sensible Financial Planning & Management
Waltham,
Massachusetts
| – | -$9K | -96 | Closed |
|
| 2011 |
PFG
2011
Piershale Financial Group
Barrington,
Illinois
| – | -$4K | -47 | Closed |
|
| 2012 |
CPA
2012
Cowen Prime Advisors
New York
| – | -$3K | -34 | Closed |
|