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Edge Advisors’s Walt Disney DIS Stock Holding History

Edge 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
Q2 		$1.12M Buy
10,662
+27
+0.3% +$2.76K 0.1% 155
2018
Q1 		$1.07M Buy
10,635
+451
+4% +$47.9K 0.1% 157
2017
Q4 		$1.09M Sell
10,184
-144
-1% -$14.8K 0.11% 156
2017
Q3 		$1.02M Sell
10,328
-512
-5% -$52.7K 0.11% 151
2017
Q2 		$1.15M Sell
10,840
-1,875
-15% -$205K 0.13% 146
2017
Q1 		$1.44M Buy
12,715
+1,390
+12% +$153K 0.18% 122
2016
Q4 		$1.18M Buy
+11,325
New +$1.1M 0.15% 133

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Advisors's DIS Position: Q2 2018 in Review

Edge Advisors increased its Walt Disney (DIS) stake by 0.25% in Q2 2018, buying an estimated $2.76K and bringing the position to 10,662 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #155.

Edge Advisors first reported a position in DIS in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2017. 2,128 funds tracked by Wall St. Rank hold DIS as of Q2 2018.

  • Edge Advisors held 10,662 shares of Walt Disney worth $1.12M as of Q2 2018.
  • Edge Advisors bought 27 Walt Disney shares in Q2 2018, an estimated $2.76K.
  • Walt Disney made up 0.1% of Edge Advisors's portfolio in Q2 2018, its #155 holding.
  • Edge Advisors first reported a position in Walt Disney in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Walt Disney position peaked at $1.44M in Q1 2017.
  • 2,128 funds tracked by Wall St. Rank held Walt Disney as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.