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Insight Capital Research & Management’s Walt Disney DIS Stock Holding History

Insight Capital Research & 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
2017
Q3 		– Sell
-15,055
Closed -$1.6M – 112
2017
Q2 		$1.6M Buy
+15,055
New +$1.65M 0.94% 48
2016
Q2 		– Sell
-30,047
Closed -$2.98M – 106
2016
Q1 		$2.98M Sell
30,047
-1,437
-5% -$139K 0.92% 55
2015
Q4 		$3.31M Sell
31,484
-501
-2% -$55.8K 0.96% 49
2015
Q3 		$3.27M Sell
31,985
-393
-1% -$42.8K 0.99% 54
2015
Q2 		$3.7M Buy
32,378
+8,432
+35% +$926K 0.98% 48
2015
Q1 		$2.51M Sell
23,946
-321
-1% -$32.4K 0.63% 76
2014
Q4 		$2.29M Sell
24,267
-1,420
-6% -$128K 0.59% 74
2014
Q3 		$2.29M Buy
25,687
+3,115
+14% +$275K 0.6% 66
2014
Q2 		$1.94M Sell
22,572
-714
-3% -$58.3K 0.44% 78
2014
Q1 		$1.86M Buy
23,286
+996
+4% +$77.2K 0.43% 81
2013
Q4 		$1.7M Sell
22,290
-540
-2% -$37.4K 0.38% 88
2013
Q3 		$1.57M Buy
22,830
+1,795
+9% +$115K 0.38% 80
2013
Q2 		$1.33M Buy
+21,035
New +$1.33M 0.34% 92

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insight Capital Research & Management's DIS Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 15,055 shares — an estimated $1.6M sold.

Insight Capital Research & Management first reported a position in DIS in Q2 2013 and held it in 13 quarters. The position peaked at $3.7M in Q2 2015. 1,870 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Insight Capital Research & Management reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 15,055 Walt Disney shares in Q3 2017, an estimated $1.6M.
  • Insight Capital Research & Management first reported a position in Walt Disney in Q2 2013 and held it in 13 quarters.
  • Insight Capital Research & Management's Walt Disney position peaked at $3.7M in Q2 2015.
  • 1,870 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.