I am always interested in huge fund's performance cause I think they know something else than anybody else. Davis-Rea is huge fund according to Bloomberg. They just filed their portfolio update and I noticed some interesting moves there:Davis-Rea Ltd. just filed a portfolio update (also known as a 13-F), dated February 08, 2016. The portfolio holdings are as of December 31, 2015.Davis-Rea Ltd. reported adding to its positions of: Walt Disney CompanyPepsicoMicrosoft CorporationMedtronicMcDonald's CorporationJ P Morgan Chase & CoIt would appear as though Davis-Rea Ltd. sold all of its holdings in: Google Inc Class A Cummins Inc.Biogen Idec Inc. The most interesting change is with DIS. DIS now is more than just entertainment company. Well-diversified business for me. I am also thinking of buying more their shares. Here I am worried with their Google sell-off. Who knows why they did it?