BWFM
DIS icon

Bridgewater Wealth & Financial Management’s Walt Disney DIS Stock Holding History

Bridgewater Wealth & Financial Management’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 		$5.19M Buy
48,288
+3,304
+7% +$340K 2.07% 20
2017
Q3 		$4.43M Buy
44,984
+40,534
+911% +$4.17M 1.82% 23
2017
Q2 		$473K Buy
4,450
+479
+12% +$52.5K 0.16% 63
2017
Q1 		$450K Buy
3,971
+28
+0.7% +$3.08K 0.16% 62
2016
Q4 		$411K Sell
3,943
-419
-10% -$40.9K 0.16% 66
2016
Q3 		$405K Sell
4,362
-132
-3% -$12.6K 0.15% 65
2016
Q2 		$440K Hold
4,494
– – 0.16% 64
2016
Q1 		$446K Buy
4,494
+2,074
+86% +$200K 0.16% 65
2015
Q4 		$254K Buy
2,420
+43
+2% +$4.79K 0.1% 76
2015
Q3 		$243K Buy
2,377
+276
+13% +$30.1K 0.1% 78
2015
Q2 		$240K Hold
2,101
– – 0.1% 69
2015
Q1 		$220K Buy
+2,101
New +$212K 0.09% 73

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

Bridgewater Wealth & Financial Management's DIS Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its Walt Disney (DIS) stake by 7.3% in Q4 2017, buying an estimated $340K and bringing the position to 48,288 shares worth $5.19M. The position accounts for 2.07% of the portfolio, ranked #20.

Bridgewater Wealth & Financial Management first reported a position in DIS in Q1 2015 and has held it in 12 quarters since. 2,106 funds tracked by Wall St. Rank hold DIS as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 48,288 shares of Walt Disney worth $5.19M as of Q4 2017.
  • Bridgewater Wealth & Financial Management bought 3,304 Walt Disney shares in Q4 2017, an estimated $340K.
  • Walt Disney made up 2.07% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #20 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Walt Disney in Q1 2015 and has held it in 12 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Walt Disney as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.