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Gupta Wealth Management’s Walt Disney DIS Stock Holding History

Gupta 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
2016
Q1 		$731K Buy
7,362
+496
+7% +$47.9K 0.17% 113
2015
Q4 		$721K Buy
6,866
+594
+9% +$66.2K 0.18% 109
2015
Q3 		$641K Sell
6,272
-364
-5% -$39.6K 0.16% 118
2015
Q2 		$758K Buy
6,636
+1,772
+36% +$195K 0.19% 111
2015
Q1 		$510K Buy
+4,864
New +$491K 0.15% 126

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's DIS Position: Q1 2016 in Review

Gupta Wealth Management increased its Walt Disney (DIS) stake by 7.2% in Q1 2016, buying an estimated $47.9K and bringing the position to 7,362 shares worth $731K. The position accounts for 0.17% of the portfolio, ranked #113.

Gupta Wealth Management first reported a position in DIS in Q1 2015 and has held it in 5 quarters since. The position peaked at $758K in Q2 2015. 1,790 funds tracked by Wall St. Rank hold DIS as of Q1 2016.

  • Gupta Wealth Management held 7,362 shares of Walt Disney worth $731K as of Q1 2016.
  • Gupta Wealth Management bought 496 Walt Disney shares in Q1 2016, an estimated $47.9K.
  • Walt Disney made up 0.17% of Gupta Wealth Management's portfolio in Q1 2016, its #113 holding.
  • Gupta Wealth Management first reported a position in Walt Disney in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Walt Disney position peaked at $758K in Q2 2015.
  • 1,790 funds tracked by Wall St. Rank held Walt Disney as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.