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Mountain Capital Investment Advisors’s Walt Disney DIS Stock Holding History

Mountain Capital Investment Advisors’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
2020
Q1 		– Sell
-2,248
Closed -$327K – 48
2019
Q4 		$327K Sell
2,248
-1,217
-35% -$170K 0.15% 32
2019
Q3 		$452K Sell
3,465
-218
-6% -$30.1K 0.4% 25
2019
Q2 		$505K Buy
3,683
+148
+4% +$19.6K 0.47% 22
2019
Q1 		$392K Buy
3,535
+778
+28% +$87K 0.42% 23
2018
Q4 		$302K Sell
2,757
-408
-13% -$46.4K 0.42% 21
2018
Q3 		$370K Buy
3,165
+137
+5% +$15.2K 0.36% 24
2018
Q2 		$317K Buy
3,028
+488
+19% +$49.9K 0.31% 27
2018
Q1 		$255K Sell
2,540
-924
-27% -$98.2K 0.28% 28
2017
Q4 		$372K Buy
3,464
+89
+3% +$9.17K 0.36% 24
2017
Q3 		$333K Buy
3,375
+216
+7% +$22.2K 0.3% 21
2017
Q2 		$336K Buy
+3,159
New +$346K 0.33% 17

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mountain Capital Investment Advisors's DIS Position: Q1 2020 in Review

Mountain Capital Investment Advisors sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 2,248 shares — an estimated $327K sold.

Mountain Capital Investment Advisors first reported a position in DIS in Q2 2017 and held it in 11 quarters. The position peaked at $505K in Q2 2019. 2,678 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

  • Mountain Capital Investment Advisors reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,248 Walt Disney shares in Q1 2020, an estimated $327K.
  • Mountain Capital Investment Advisors first reported a position in Walt Disney in Q2 2017 and held it in 11 quarters.
  • Mountain Capital Investment Advisors's Walt Disney position peaked at $505K in Q2 2019.
  • 2,678 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.