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Lee Capital Management’s Walt Disney DIS Stock Holding History

Lee 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
2017
Q3 		– Sell
-6,000
Closed -$638K – 82
2017
Q2 		$638K Sell
6,000
-2,000
-25% -$219K 0.57% 63
2017
Q1 		$907K Buy
8,000
+1,000
+14% +$110K 0.81% 57
2016
Q4 		$730K Buy
+7,000
New +$683K 0.69% 60

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

Lee Capital Management's DIS Position: Q3 2017 in Review

Lee Capital Management sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 6,000 shares — an estimated $638K sold.

Lee Capital Management first reported a position in DIS in Q4 2016 and held it in 3 quarters. The position peaked at $907K in Q1 2017. 1,870 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Lee Capital Management reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
  • Lee Capital Management sold 6,000 Walt Disney shares in Q3 2017, an estimated $638K.
  • Lee Capital Management first reported a position in Walt Disney in Q4 2016 and held it in 3 quarters.
  • Lee Capital Management's Walt Disney position peaked at $907K in Q1 2017.
  • 1,870 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Lee Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.