SFPM
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Sensible Financial Planning & Management’s Walt Disney DIS Stock Holding History

Sensible Financial Planning & 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
2016
Q4 		– Sell
-96
Closed -$9K – 35
2016
Q3 		$9K Hold
96
– – 0.01% 63
2016
Q2 		$9K Hold
96
– – 0.01% 66
2016
Q1 		$10K Buy
+96
New +$9.27K 0.01% 57

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sensible Financial Planning & Management's DIS Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Walt Disney (DIS) in Q4 2016, closing a stake of 96 shares — an estimated $9K sold.

Sensible Financial Planning & Management first reported a position in DIS in Q1 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2016. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

  • Sensible Financial Planning & Management reported no remaining Walt Disney position as of Q4 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 96 Walt Disney shares in Q4 2016, an estimated $9K.
  • Sensible Financial Planning & Management first reported a position in Walt Disney in Q1 2016 and held it in 3 quarters.
  • Sensible Financial Planning & Management's Walt Disney position peaked at $10K in Q1 2016.
  • 1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.