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Everett Capital Advisors (UK)’s Walt Disney DIS Stock Holding History

Everett Capital Advisors (UK)’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
Q3 		– Sell
-550,000
Closed -$57.6M – 27
2018
Q2 		$57.6M Buy
+550,000
New +$56.2M 3.97% 2
2018
Q1 		– Sell
-47,000
Closed -$5.05M – 41
2017
Q4 		$5.05M Buy
+47,000
New +$4.84M 0.78% 29

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Everett Capital Advisors (UK)'s DIS Position: Q3 2017 in Review

Everett Capital Advisors (UK) sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 37,000 shares — an estimated $3.93M sold.

Everett Capital Advisors (UK) first reported a position in DIS in Q2 2017 and held it in 1 quarter. The position peaked at $3.93M in Q2 2017. 1,870 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Everett Capital Advisors (UK) reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 37,000 Walt Disney shares in Q3 2017, an estimated $3.93M.
  • Everett Capital Advisors (UK) first reported a position in Walt Disney in Q2 2017 and held it in 1 quarter.
  • Everett Capital Advisors (UK)'s Walt Disney position peaked at $3.93M in Q2 2017.
  • 1,870 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Everett Capital Advisors (UK)'s 13F filing for Q3 2017, filed 13 Nov 2017.