Parasol Investment Management’s Walt Disney DIS Stock Holding History

Parasol 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 Q1	–	Sell	-355	Closed	-$37K	–	103
2016 Q4	$37K	Sell	355 -200	-36%	-$19.5K	0.04%	109
2016 Q3	$52K	Hold	555	–	–	0.05%	93
2016 Q2	$54K	Hold	555	–	–	0.06%	90
2016 Q1	$55K	Hold	555	–	–	0.05%	84
2015 Q4	$58K	Sell	555 -178	-24%	-$19.8K	0.06%	81
2015 Q3	$75K	Hold	733	–	–	0.07%	76
2015 Q2	$84K	Hold	733	–	–	0.06%	88
2015 Q1	$77K	Hold	733	–	–	0.05%	86
2014 Q4	$69K	Buy	733 +455	+164%	+$41K	0.05%	94
2014 Q3	$25K	Buy	278 +65	+31%	+$5.73K	0.02%	147
2014 Q2	$18K	Hold	213	–	–	0.01%	171
2014 Q1	$17K	Hold	213	–	–	0.01%	154
2013 Q4	$16K	Buy	+213	New	+$14.8K	0.01%	155

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Parasol Investment Management's DIS Position: Q1 2017 in Review

Parasol Investment Management sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 355 shares — an estimated $37K sold.

Parasol Investment Management first reported a position in DIS in Q4 2013 and held it in 13 quarters. The position peaked at $84K in Q2 2015. 1,956 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

Parasol Investment Management reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 355 Walt Disney shares in Q1 2017, an estimated $37K.
Parasol Investment Management first reported a position in Walt Disney in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Walt Disney position peaked at $84K in Q2 2015.
1,956 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.