BTIS
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BB&T Investment Services’s Walt Disney DIS Stock Holding History

BB&T Investment 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
2017
Q4 		$504K Sell
4,654
-909
-16% -$93.6K 0.08% 202
2017
Q3 		$547K Buy
5,563
+1,172
+27% +$121K 0.11% 166
2017
Q2 		$468K Sell
4,391
-275
-6% -$30.1K 0.12% 166
2017
Q1 		$531K Sell
4,666
-975
-17% -$107K 0.21% 106
2016
Q4 		$587K Buy
+5,641
New +$550K 0.43% 58

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BB&T Investment Services's DIS Position: Q4 2017 in Review

BB&T Investment Services reduced its Walt Disney (DIS) stake by 16% in Q4 2017, selling an estimated $93.6K and leaving 4,654 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #202.

BB&T Investment Services first reported a position in DIS in Q4 2016 and has held it in 5 quarters since. The position peaked at $587K in Q4 2016. 2,106 funds tracked by Wall St. Rank hold DIS as of Q4 2017.

  • BB&T Investment Services held 4,654 shares of Walt Disney worth $504K as of Q4 2017.
  • BB&T Investment Services sold 909 Walt Disney shares in Q4 2017, an estimated $93.6K.
  • Walt Disney made up 0.08% of BB&T Investment Services's portfolio in Q4 2017, its #202 holding.
  • BB&T Investment Services first reported a position in Walt Disney in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Walt Disney position peaked at $587K in Q4 2016.
  • 2,106 funds tracked by Wall St. Rank held Walt Disney as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.