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Welch Capital Partners’s Walt Disney DIS Stock Holding History

Welch Capital Partners’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
-80,112
Closed -$7.44M – 42
2016
Q3 		$7.44M Buy
+80,112
New +$7.67M 2.42% 21

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Welch Capital Partners's DIS Position: Q4 2016 in Review

Welch Capital Partners sold out of Walt Disney (DIS) in Q4 2016, closing a stake of 80,112 shares — an estimated $7.44M sold.

Welch Capital Partners first reported a position in DIS in Q3 2016 and held it in 1 quarter. The position peaked at $7.44M in Q3 2016. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

  • Welch Capital Partners reported no remaining Walt Disney position as of Q4 2016 after selling out during the quarter.
  • Welch Capital Partners sold 80,112 Walt Disney shares in Q4 2016, an estimated $7.44M.
  • Welch Capital Partners first reported a position in Walt Disney in Q3 2016 and held it in 1 quarter.
  • Welch Capital Partners's Walt Disney position peaked at $7.44M in Q3 2016.
  • 1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

Based on Welch Capital Partners's 13F filing for Q4 2016, filed 6 Feb 2017.