JPTCCM
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J.P. Turner & Co Capital Management’s Walt Disney DIS Stock Holding History

J.P. Turner & Co Capital 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
2015
Q3 		$1K Buy
+500
New +$54.4K ﹤0.01% 184

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 $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

J.P. Turner & Co Capital Management's DIS Position: Q3 2015 in Review

J.P. Turner & Co Capital Management increased its Walt Disney (DIS) stake by 15% in Q3 2015, buying an estimated $301K and bringing the position to 21,641 shares worth $2.22M. The position accounts for 2.31% of the portfolio, ranked #4.

J.P. Turner & Co Capital Management first reported a position in DIS in Q4 2014 and has held it in 4 quarters since. 1,709 funds tracked by Wall St. Rank hold DIS as of Q3 2015.

  • J.P. Turner & Co Capital Management held 21,641 shares of Walt Disney worth $2.22M as of Q3 2015.
  • J.P. Turner & Co Capital Management bought 2,766 Walt Disney shares in Q3 2015, an estimated $301K.
  • Walt Disney made up 2.31% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #4 holding.
  • J.P. Turner & Co Capital Management first reported a position in Walt Disney in Q4 2014 and has held it in 4 quarters since.
  • 1,709 funds tracked by Wall St. Rank held Walt Disney as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.