MIM
DIS icon

Midwest Investment Management’s Walt Disney DIS Stock Holding History

Midwest Investment 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 		$487K Hold
4,943
– – 0.4% 37
2017
Q2 		$525K Hold
4,943
– – 0.44% 35
2017
Q1 		$560K Hold
4,943
– – 0.48% 35
2016
Q4 		$515K Hold
4,943
– – 0.44% 33
2016
Q3 		$459K Sell
4,943
-50
-1% -$4.79K 0.4% 37
2016
Q2 		$488K Buy
4,993
+1,050
+27% +$105K 0.4% 37
2016
Q1 		$391K Buy
+3,943
New +$381K 0.32% 41

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Midwest Investment Management's DIS Position: Q3 2017 in Review

Midwest Investment Management held its Walt Disney (DIS) position steady in Q3 2017 at 4,943 shares worth $487K. The position accounts for 0.4% of the portfolio, ranked #37.

Midwest Investment Management first reported a position in DIS in Q1 2016 and has held it in 7 quarters since. The position peaked at $560K in Q1 2017. 1,872 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

  • Midwest Investment Management held 4,943 shares of Walt Disney worth $487K as of Q3 2017.
  • Midwest Investment Management left its Walt Disney share count unchanged in Q3 2017.
  • Walt Disney made up 0.4% of Midwest Investment Management's portfolio in Q3 2017, its #37 holding.
  • Midwest Investment Management first reported a position in Walt Disney in Q1 2016 and has held it in 7 quarters since.
  • Midwest Investment Management's Walt Disney position peaked at $560K in Q1 2017.
  • 1,872 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.