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Sanibel Captiva Investment Advisers’s Walt Disney DIS Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$1.91M Buy
25,023
+12,159
+95% +$842K 1.18% 29
2013
Q3 		$830K Buy
12,864
+3,432
+36% +$220K 0.64% 48
2013
Q2 		$596K Buy
+9,432
New +$596K 0.58% 50

Other funds holding DIS

Vanguard Group
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanibel Captiva Investment Advisers's DIS Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Walt Disney (DIS) stake by 95% in Q4 2013, buying an estimated $842K and bringing the position to 25,023 shares worth $1.91M. The position accounts for 1.18% of the portfolio, ranked #29.

Sanibel Captiva Investment Advisers first reported a position in DIS in Q2 2013 and has held it in 3 quarters since. 1,396 funds tracked by Wall St. Rank hold DIS as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 25,023 shares of Walt Disney worth $1.91M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 12,159 Walt Disney shares in Q4 2013, an estimated $842K.
  • Walt Disney made up 1.18% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #29 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Walt Disney in Q2 2013 and has held it in 3 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Walt Disney as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.