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B. Riley Financial’s Walt Disney DIS Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-2,298
Closed -$269K – 122
2018
Q3 		$269K Sell
2,298
-1,908
-45% -$212K 0.08% 154
2018
Q2 		$443K Sell
4,206
-104
-2% -$10.6K 0.12% 150
2018
Q1 		$433K Buy
4,310
+653
+18% +$69.4K 0.12% 173
2017
Q4 		$393K Sell
3,657
-152
-4% -$15.7K 0.1% 193
2017
Q3 		$375K Buy
3,809
+1,319
+53% +$136K 0.1% 197
2017
Q2 		$265K Hold
2,490
– – 0.07% 183
2017
Q1 		$282K Sell
2,490
-300
-11% -$33K 0.14% 125
2016
Q4 		$291K Sell
2,790
-55
-2% -$5.36K 0.19% 86
2016
Q3 		$264K Buy
2,845
+355
+14% +$34K 0.17% 87
2016
Q2 		$244K Hold
2,490
– – 0.14% 90
2016
Q1 		$247K Sell
2,490
-240
-9% -$23.2K 0.18% 83
2015
Q4 		$287K Buy
+2,730
New +$304K 0.21% 77

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Financial's DIS Position: Q4 2018 in Review

B. Riley Financial sold out of Walt Disney (DIS) in Q4 2018, closing a stake of 2,298 shares — an estimated $269K sold.

B. Riley Financial first reported a position in DIS in Q4 2015 and held it in 12 quarters. The position peaked at $443K in Q2 2018. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • B. Riley Financial reported no remaining Walt Disney position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 2,298 Walt Disney shares in Q4 2018, an estimated $269K.
  • B. Riley Financial first reported a position in Walt Disney in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Walt Disney position peaked at $443K in Q2 2018.
  • 2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.