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Marcus Capital’s Walt Disney DIS Stock Holding History

Marcus Capital’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
-4,005
Closed -$426K – 48
2017
Q2 		$426K Hold
4,005
– – 0.36% 46
2017
Q1 		$454K Hold
4,005
– – 0.42% 45
2016
Q4 		$417K Sell
4,005
-200
-5% -$19.5K 0.45% 44
2016
Q3 		$390K Hold
4,205
– – 0.37% 47
2016
Q2 		$411K Hold
4,205
– – 0.43% 47
2016
Q1 		$418K Hold
4,205
– – 0.46% 45
2015
Q4 		$442K Buy
+4,205
New +$469K 0.47% 42

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

Marcus Capital's DIS Position: Q3 2017 in Review

Marcus Capital sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 4,005 shares — an estimated $426K sold.

Marcus Capital first reported a position in DIS in Q4 2015 and held it in 7 quarters. The position peaked at $454K in Q1 2017. 1,870 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Marcus Capital reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
  • Marcus Capital sold 4,005 Walt Disney shares in Q3 2017, an estimated $426K.
  • Marcus Capital first reported a position in Walt Disney in Q4 2015 and held it in 7 quarters.
  • Marcus Capital's Walt Disney position peaked at $454K in Q1 2017.
  • 1,870 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Marcus Capital's 13F filing for Q3 2017, filed 7 Nov 2017.