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Aris Wealth Services’s Walt Disney DIS Stock Holding History

Aris Wealth Services’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
2015
Q3 		$203K Sell
1,982
-1,038
-34% -$113K 0.43% 36
2015
Q2 		$345K Buy
3,020
+469
+18% +$51.5K 0.32% 82
2015
Q1 		$268K Hold
2,551
– – 0.25% 88
2014
Q4 		$240K Hold
2,551
– – 0.27% 97
2014
Q3 		$227K Hold
2,551
– – 0.28% 90
2014
Q2 		$219K Buy
2,551
+1
+0% +$82 0.29% 94
2014
Q1 		$204K Buy
+2,550
New +$198K 0.3% 84

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aris Wealth Services's DIS Position: Q3 2015 in Review

Aris Wealth Services reduced its Walt Disney (DIS) stake by 34% in Q3 2015, selling an estimated $113K and leaving 1,982 shares worth $203K. The position accounts for 0.43% of the portfolio, ranked #36.

Aris Wealth Services first reported a position in DIS in Q1 2014 and has held it in 7 quarters since. The position peaked at $345K in Q2 2015. 1,708 funds tracked by Wall St. Rank hold DIS as of Q3 2015.

  • Aris Wealth Services held 1,982 shares of Walt Disney worth $203K as of Q3 2015.
  • Aris Wealth Services sold 1,038 Walt Disney shares in Q3 2015, an estimated $113K.
  • Walt Disney made up 0.43% of Aris Wealth Services's portfolio in Q3 2015, its #36 holding.
  • Aris Wealth Services first reported a position in Walt Disney in Q1 2014 and has held it in 7 quarters since.
  • Aris Wealth Services's Walt Disney position peaked at $345K in Q2 2015.
  • 1,708 funds tracked by Wall St. Rank held Walt Disney as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.