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MU Investments Company’s Walt Disney DIS Stock Holding History

MU Investments Company’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
-320
Closed -$34K – 60
2017
Q4 		$34K Sell
320
-150
-32% -$15.5K 0.02% 66
2017
Q3 		$46K Sell
470
-100
-18% -$10.3K 0.04% 63
2017
Q2 		$60K Sell
570
-130
-19% -$14.2K 0.04% 64
2017
Q1 		$79K Sell
700
-120
-15% -$13.2K 0.06% 61
2016
Q4 		$86K Sell
820
-480
-37% -$46.8K 0.06% 60
2016
Q3 		$119K Sell
1,300
-1,100
-46% -$105K 0.09% 61
2016
Q2 		$233K Sell
2,400
-1,800
-43% -$180K 0.16% 59
2016
Q1 		$415K Sell
4,200
-100
-2% -$9.65K 0.26% 57
2015
Q4 		$461K Sell
4,300
-5,760
-57% -$642K 0.27% 52
2015
Q3 		$1M Buy
10,060
+100
+1% +$10.9K 0.54% 33
2015
Q2 		$1.13M Sell
9,960
-600
-6% -$65.9K 0.54% 35
2015
Q1 		$1.12M Sell
10,560
-450
-4% -$45.4K 0.52% 39
2014
Q4 		$1.05M Hold
11,010
– – 0.45% 45
2014
Q3 		$978K Sell
11,010
-1,060
-9% -$93.5K 0.48% 43
2014
Q2 		$1.03M Sell
12,070
-900
-7% -$73.5K 0.47% 42
2014
Q1 		$1.02M Sell
12,970
-1,700
-12% -$132K 0.47% 44
2013
Q4 		$1.09M Buy
14,670
+310
+2% +$21.5K 0.47% 46
2013
Q3 		$936K Sell
14,360
-3,700
-20% -$237K 0.45% 46
2013
Q2 		$1.15M Buy
+18,060
New +$1.14M 0.49% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MU Investments Company's DIS Position: Q1 2018 in Review

MU Investments Company sold out of Walt Disney (DIS) in Q1 2018, closing a stake of 320 shares — an estimated $34K sold.

MU Investments Company first reported a position in DIS in Q2 2013 and held it in 19 quarters. The position peaked at $1.15M in Q2 2013. 2,091 funds tracked by Wall St. Rank hold DIS as of Q1 2018.

  • MU Investments Company reported no remaining Walt Disney position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 320 Walt Disney shares in Q1 2018, an estimated $34K.
  • MU Investments Company first reported a position in Walt Disney in Q2 2013 and held it in 19 quarters.
  • MU Investments Company's Walt Disney position peaked at $1.15M in Q2 2013.
  • 2,091 funds tracked by Wall St. Rank held Walt Disney as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.