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Efficient Advisors’s Walt Disney DIS Stock Holding History

Efficient 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
2017
Q1 		– Sell
-4,100
Closed -$427K – 58
2016
Q4 		$427K Sell
4,100
-164
-4% -$16K 0.06% 56
2016
Q3 		$396K Buy
+4,264
New +$408K 0.06% 61
2016
Q1 		– Sell
-4,011
Closed -$421K – 59
2015
Q4 		$421K Hold
4,011
– – 0.09% 41
2015
Q3 		$410K Buy
+4,011
New +$437K 0.09% 42

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Efficient Advisors's DIS Position: Q1 2017 in Review

Efficient Advisors sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 4,100 shares — an estimated $427K sold.

Efficient Advisors first reported a position in DIS in Q3 2015 and held it in 4 quarters. The position peaked at $427K in Q4 2016. 1,956 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

  • Efficient Advisors reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
  • Efficient Advisors sold 4,100 Walt Disney shares in Q1 2017, an estimated $427K.
  • Efficient Advisors first reported a position in Walt Disney in Q3 2015 and held it in 4 quarters.
  • Efficient Advisors's Walt Disney position peaked at $427K in Q4 2016.
  • 1,956 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on Efficient Advisors's 13F filing for Q1 2017, filed 11 May 2017.