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Bellwether Investment Group’s Walt Disney DIS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,297
Closed -$147K – 206
2017
Q1 		$147K Sell
1,297
-1,621
-56% -$178K 0.39% 72
2016
Q4 		$304K Buy
+2,918
New +$285K 0.27% 98
2016
Q2 		$245K Buy
+2,500
New +$250K 0.27% 100

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 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellwether Investment Group's DIS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Walt Disney (DIS) in Q2 2017, closing a stake of 1,297 shares — an estimated $147K sold.

Bellwether Investment Group first reported a position in DIS in Q2 2016 and held it in 3 quarters. The position peaked at $304K in Q4 2016. 1,930 funds tracked by Wall St. Rank hold DIS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Walt Disney position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,297 Walt Disney shares in Q2 2017, an estimated $147K.
  • Bellwether Investment Group first reported a position in Walt Disney in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Walt Disney position peaked at $304K in Q4 2016.
  • 1,930 funds tracked by Wall St. Rank held Walt Disney as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.