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Acrospire Investment Management’s Walt Disney DIS Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,600
Closed -$170K – 406
2017
Q2 		$170K Buy
+1,600
New +$175K 0.16% 38
2016
Q2 		– Sell
-300
Closed -$30K – 2068
2016
Q1 		$30K Buy
+300
New +$29K 0.02% 1306

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State Farm Mutual Automobile Insurance
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Acrospire Investment Management's DIS Position: Q3 2017 in Review

Acrospire Investment Management sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 1,600 shares — an estimated $170K sold.

Acrospire Investment Management first reported a position in DIS in Q1 2016 and held it in 2 quarters. The position peaked at $170K in Q2 2017. 1,870 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Acrospire Investment Management reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,600 Walt Disney shares in Q3 2017, an estimated $170K.
  • Acrospire Investment Management first reported a position in Walt Disney in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Walt Disney position peaked at $170K in Q2 2017.
  • 1,870 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.