EWM
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Elite Wealth Management’s Walt Disney DIS Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-10
Closed -$1K – 160
2014
Q3 		$1K Buy
+10
New +$882 ﹤0.01% 559
2014
Q1 		– Sell
-11
Closed -$5K – 412
2013
Q4 		$5K Buy
+11
New +$762 ﹤0.01% 455

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elite Wealth Management's DIS Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Walt Disney (DIS) in Q3 2016: 545 shares worth $51K. The stake represents 0.08% of the portfolio and ranks #59 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in DIS as recently as Q4 2015.

Elite Wealth Management first reported a position in DIS in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.84M in Q4 2013. 1,789 funds tracked by Wall St. Rank hold DIS as of Q3 2016.

  • Elite Wealth Management held 545 shares of Walt Disney worth $51K as of Q3 2016.
  • Walt Disney was a new Elite Wealth Management position in Q3 2016.
  • Walt Disney made up 0.08% of Elite Wealth Management's portfolio in Q3 2016, its #59 holding.
  • Elite Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 12 quarters since.
  • Elite Wealth Management's Walt Disney position peaked at $2.84M in Q4 2013.
  • 1,789 funds tracked by Wall St. Rank held Walt Disney as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.