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Robertson Stephens Advisors’s Walt Disney DIS Stock Holding History

Robertson Stephens 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
Q1 		– Sell
-10,240
Closed -$1.07M – 102
2016
Q4 		$1.07M Buy
+10,240
New +$998K 0.61% 45

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robertson Stephens Advisors's DIS Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 10,240 shares — an estimated $1.07M sold.

Robertson Stephens Advisors first reported a position in DIS in Q4 2016 and held it in 1 quarter. The position peaked at $1.07M in Q4 2016. 1,956 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 10,240 Walt Disney shares in Q1 2017, an estimated $1.07M.
  • Robertson Stephens Advisors first reported a position in Walt Disney in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Walt Disney position peaked at $1.07M in Q4 2016.
  • 1,956 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.