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BCM Advisors’s Walt Disney DIS Stock Holding History

BCM 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
2018
Q1 		– Sell
-69,080
Closed -$5.81M – 35
2017
Q4 		$5.81M Hold
69,080
– – 3.35% 7
2017
Q3 		$5.8M Hold
69,080
– – 3.57% 6
2017
Q2 		$5.77M Hold
69,080
– – 3.64% 6
2017
Q1 		$5.67M Buy
69,080
+68,905
+39,374% +$7.59M 3.58% 6
2016
Q4 		$18K Buy
+175
New +$17.1K 0.01% 66

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM Advisors's DIS Position: Q1 2018 in Review

BCM Advisors sold out of Walt Disney (DIS) in Q1 2018, closing a stake of 69,080 shares — an estimated $5.81M sold.

BCM Advisors first reported a position in DIS in Q4 2016 and held it in 5 quarters. The position peaked at $5.81M in Q4 2017. 2,091 funds tracked by Wall St. Rank hold DIS as of Q1 2018.

  • BCM Advisors reported no remaining Walt Disney position as of Q1 2018 after selling out during the quarter.
  • BCM Advisors sold 69,080 Walt Disney shares in Q1 2018, an estimated $5.81M.
  • BCM Advisors first reported a position in Walt Disney in Q4 2016 and held it in 5 quarters.
  • BCM Advisors's Walt Disney position peaked at $5.81M in Q4 2017.
  • 2,091 funds tracked by Wall St. Rank held Walt Disney as of Q1 2018.

Based on BCM Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.