FIG
DIS icon

FundX Investment Group’s Walt Disney DIS Stock Holding History

FundX Investment Group’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
Q2 		– Sell
-5,719
Closed -$648K – 41
2017
Q1 		$648K Sell
5,719
-1,405
-20% -$155K 0.27% 33
2016
Q4 		$742K Sell
7,124
-170
-2% -$16.6K 0.26% 29
2016
Q3 		$677K Buy
+7,294
New +$698K 0.17% 35

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FundX Investment Group's DIS Position: Q2 2017 in Review

FundX Investment Group sold out of Walt Disney (DIS) in Q2 2017, closing a stake of 5,719 shares — an estimated $648K sold.

FundX Investment Group first reported a position in DIS in Q3 2016 and held it in 3 quarters. The position peaked at $742K in Q4 2016. 1,930 funds tracked by Wall St. Rank hold DIS as of Q2 2017.

  • FundX Investment Group reported no remaining Walt Disney position as of Q2 2017 after selling out during the quarter.
  • FundX Investment Group sold 5,719 Walt Disney shares in Q2 2017, an estimated $648K.
  • FundX Investment Group first reported a position in Walt Disney in Q3 2016 and held it in 3 quarters.
  • FundX Investment Group's Walt Disney position peaked at $742K in Q4 2016.
  • 1,930 funds tracked by Wall St. Rank held Walt Disney as of Q2 2017.

Based on FundX Investment Group's 13F filing for Q2 2017, filed 7 Aug 2017.