Ancora Family Wealth Advisors’s Walt Disney DIS Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$2.51M	Buy	27,030 +2,282	+9%	+$219K	0.86%	34
2016 Q2	$2.42M	Buy	24,748 +62	+0.3%	+$6.2K	0.92%	28
2016 Q1	$2.45M	Buy	24,686 +4,609	+23%	+$445K	1%	28
2015 Q4	$2.11M	Sell	20,077 -3,000	-13%	-$334K	0.9%	33
2015 Q3	$2.36M	Buy	+23,077	New	+$2.51M	0.98%	26

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Family Wealth Advisors's DIS Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Walt Disney (DIS) stake by 9.2% in Q3 2016, buying an estimated $219K and bringing the position to 27,030 shares worth $2.51M. The position accounts for 0.86% of the portfolio, ranked #34.

Ancora Family Wealth Advisors first reported a position in DIS in Q3 2015 and has held it in 5 quarters since. 1,789 funds tracked by Wall St. Rank hold DIS as of Q3 2016.

Ancora Family Wealth Advisors held 27,030 shares of Walt Disney worth $2.51M as of Q3 2016.
Ancora Family Wealth Advisors bought 2,282 Walt Disney shares in Q3 2016, an estimated $219K.
Walt Disney made up 0.86% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #34 holding.
Ancora Family Wealth Advisors first reported a position in Walt Disney in Q3 2015 and has held it in 5 quarters since.
1,789 funds tracked by Wall St. Rank held Walt Disney as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.