Longer Investments’s Walt Disney DIS Stock Holding History

Longer Investments’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
2018 Q1	–	Sell	-21,590	Closed	-$2.32M	–	37
2017 Q4	$2.32M	Buy	+21,590	New	+$2.22M	1.94%	24

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Longer Investments's DIS Position: Q1 2018 in Review

Longer Investments sold out of Walt Disney (DIS) in Q1 2018, closing a stake of 21,590 shares — an estimated $2.32M sold.

Longer Investments first reported a position in DIS in Q4 2017 and held it in 1 quarter. The position peaked at $2.32M in Q4 2017. 2,093 funds tracked by Wall St. Rank hold DIS as of Q1 2018.

Longer Investments reported no remaining Walt Disney position as of Q1 2018 after selling out during the quarter.
Longer Investments sold 21,590 Walt Disney shares in Q1 2018, an estimated $2.32M.
Longer Investments first reported a position in Walt Disney in Q4 2017 and held it in 1 quarter.
Longer Investments's Walt Disney position peaked at $2.32M in Q4 2017.
2,093 funds tracked by Wall St. Rank held Walt Disney as of Q1 2018.

Based on Longer Investments's 13F filing for Q1 2018, filed 24 Apr 2018.