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Stanford Investment Group’s Walt Disney DIS Stock Holding History

Stanford Investment Group’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
-4,355
Closed -$454K – 74
2016
Q4 		$454K Sell
4,355
-3
-0.1% -$293 0.22% 33
2016
Q3 		$405K Buy
4,358
+795
+22% +$76.1K 0.19% 38
2016
Q2 		$349K Hold
3,563
– – 0.18% 38
2016
Q1 		$354K Buy
3,563
+10
+0.3% +$965 0.2% 38
2015
Q4 		$373K Sell
3,553
-47
-1% -$5.24K 0.2% 37
2015
Q3 		$368K Hold
3,600
– – 0.27% 31
2015
Q2 		$411K Hold
3,600
– – 0.31% 28
2015
Q1 		$378K Sell
3,600
-1,000
-22% -$101K 0.3% 32
2014
Q4 		$433K Buy
+4,600
New +$415K 0.36% 29

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

Stanford Investment Group's DIS Position: Q1 2017 in Review

Stanford Investment Group sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 4,355 shares — an estimated $454K sold.

Stanford Investment Group first reported a position in DIS in Q4 2014 and held it in 9 quarters. The position peaked at $454K in Q4 2016. 1,957 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

  • Stanford Investment Group reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 4,355 Walt Disney shares in Q1 2017, an estimated $454K.
  • Stanford Investment Group first reported a position in Walt Disney in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Walt Disney position peaked at $454K in Q4 2016.
  • 1,957 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.