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Independent Portfolio Consultants’s Walt Disney DIS Stock Holding History

Independent Portfolio Consultants’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 		$17K Hold
160
– – 0.01% 630
2017
Q1 		$18K Buy
160
+18
+13% +$1.98K 0.01% 663
2016
Q4 		$15K Sell
142
-891
-86% -$86.9K ﹤0.01% 657
2016
Q3 		$96K Sell
1,033
-160
-13% -$15.3K 0.03% 452
2016
Q2 		$117K Sell
1,193
-320
-21% -$32K 0.04% 422
2016
Q1 		$150K Buy
1,513
+155
+11% +$15K 0.04% 407
2015
Q4 		$143K Buy
1,358
+190
+16% +$21.2K 0.04% 383
2015
Q3 		$119K Sell
1,168
-50
-4% -$5.45K 0.03% 427
2015
Q2 		$139K Buy
1,218
+547
+82% +$60.1K 0.03% 431
2015
Q1 		$70K Buy
671
+410
+157% +$41.4K 0.01% 557
2014
Q4 		$25K Buy
261
+44
+20% +$3.97K 0.01% 663
2014
Q3 		$19K Buy
+217
New +$19.1K 0.01% 699

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Portfolio Consultants's DIS Position: Q2 2017 in Review

Independent Portfolio Consultants held its Walt Disney (DIS) position steady in Q2 2017 at 160 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #630.

Independent Portfolio Consultants first reported a position in DIS in Q3 2014 and has held it in 12 quarters since. The position peaked at $150K in Q1 2016. 1,931 funds tracked by Wall St. Rank hold DIS as of Q2 2017.

  • Independent Portfolio Consultants held 160 shares of Walt Disney worth $17K as of Q2 2017.
  • Independent Portfolio Consultants left its Walt Disney share count unchanged in Q2 2017.
  • Walt Disney made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #630 holding.
  • Independent Portfolio Consultants first reported a position in Walt Disney in Q3 2014 and has held it in 12 quarters since.
  • Independent Portfolio Consultants's Walt Disney position peaked at $150K in Q1 2016.
  • 1,931 funds tracked by Wall St. Rank held Walt Disney as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.