Chuck Akre’s Walt Disney DIS Stock Holding History

Chuck Akre’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 Q1	–	Sell	-3,891	Closed	-$406K	–	32
2016 Q4	$406K	Buy	+3,891	New	+$379K	0.01%	34

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chuck Akre's DIS Position: Q1 2017 in Review

Chuck Akre sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 3,891 shares — an estimated $406K sold.

Chuck Akre first reported a position in DIS in Q4 2016 and held it in 1 quarter. The position peaked at $406K in Q4 2016. 1,957 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

Chuck Akre reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
Chuck Akre sold 3,891 Walt Disney shares in Q1 2017, an estimated $406K.
Chuck Akre first reported a position in Walt Disney in Q4 2016 and held it in 1 quarter.
Chuck Akre's Walt Disney position peaked at $406K in Q4 2016.
1,957 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on AKRE Capital Management's 13F filing for Q1 2017, filed 15 May 2017.