Opes Advisors’s Walt Disney DIS Stock Holding History

Opes 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
2017 Q3	–	Sell	-2,265	Closed	-$249K	–	39
2017 Q2	$249K	Buy	+2,265	New	+$248K	0.15%	51

Other funds holding DIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Opes Advisors's DIS Position: Q3 2017 in Review

Opes Advisors sold out of Walt Disney (DIS) in Q3 2017, closing a stake of 2,265 shares — an estimated $249K sold.

Opes Advisors first reported a position in DIS in Q2 2017 and held it in 1 quarter. The position peaked at $249K in Q2 2017. 1,871 funds tracked by Wall St. Rank hold DIS as of Q3 2017.

Opes Advisors reported no remaining Walt Disney position as of Q3 2017 after selling out during the quarter.
Opes Advisors sold 2,265 Walt Disney shares in Q3 2017, an estimated $249K.
Opes Advisors first reported a position in Walt Disney in Q2 2017 and held it in 1 quarter.
Opes Advisors's Walt Disney position peaked at $249K in Q2 2017.
1,871 funds tracked by Wall St. Rank held Walt Disney as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.