WCM Investment Management
DIS icon

WCM Investment Management’s Walt Disney DIS Stock Holding History

WCM Investment 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
Q1 		– Sell
-5,512
Closed -$579K – 117
2015
Q4 		$579K Buy
5,512
+24
+0.4% +$2.67K 0.01% 90
2015
Q3 		$561K Hold
5,488
– – 0.01% 91
2015
Q2 		$626K Hold
5,488
– – 0.01% 95
2015
Q1 		$576K Hold
5,488
– – 0.01% 118
2014
Q4 		$517K Sell
5,488
-170
-3% -$15.3K 0.01% 96
2014
Q3 		$504K Hold
5,658
– – 0.02% 95
2014
Q2 		$485K Hold
5,658
– – 0.01% 121
2014
Q1 		$453K Buy
5,658
+15
+0.3% +$1.16K 0.02% 117
2013
Q4 		$431K Hold
5,643
– – 0.02% 112
2013
Q3 		$364K Sell
5,643
-890
-14% -$57.1K 0.02% 111
2013
Q2 		$413K Buy
+6,533
New +$413K 0.02% 119

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCM Investment Management's DIS Position: Q1 2016 in Review

WCM Investment Management sold out of Walt Disney (DIS) in Q1 2016, closing a stake of 5,512 shares — an estimated $579K sold.

WCM Investment Management first reported a position in DIS in Q2 2013 and held it in 11 quarters. The position peaked at $626K in Q2 2015. 1,791 funds tracked by Wall St. Rank hold DIS as of Q1 2016.

  • WCM Investment Management reported no remaining Walt Disney position as of Q1 2016 after selling out during the quarter.
  • WCM Investment Management sold 5,512 Walt Disney shares in Q1 2016, an estimated $579K.
  • WCM Investment Management first reported a position in Walt Disney in Q2 2013 and held it in 11 quarters.
  • WCM Investment Management's Walt Disney position peaked at $626K in Q2 2015.
  • 1,791 funds tracked by Wall St. Rank held Walt Disney as of Q1 2016.

Based on WCM Investment Management's 13F filing for Q1 2016, filed 9 May 2016.