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Rowland Carmichael Advisors’s Walt Disney DIS Stock Holding History

Rowland Carmichael 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
2016
Q2 		– Sell
-5,610
Closed -$557K – 299
2016
Q1 		$557K Buy
+5,610
New +$542K 0.51% 68

Other funds holding DIS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rowland Carmichael Advisors's DIS Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of Walt Disney (DIS) in Q2 2016, closing a stake of 5,610 shares — an estimated $557K sold.

Rowland Carmichael Advisors first reported a position in DIS in Q1 2016 and held it in 1 quarter. The position peaked at $557K in Q1 2016. 1,802 funds tracked by Wall St. Rank hold DIS as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining Walt Disney position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 5,610 Walt Disney shares in Q2 2016, an estimated $557K.
  • Rowland Carmichael Advisors first reported a position in Walt Disney in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's Walt Disney position peaked at $557K in Q1 2016.
  • 1,802 funds tracked by Wall St. Rank held Walt Disney as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.