Number of Shares
7,652.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
2.17%
Total Estimate Gain
$-97,395.65
% of Total Estimate Gain
-9.27%

ALPS | WMC Research Value Fund's The Walt Disney Co Holding Summary

As of 2020-01-31, ALPS | WMC Research Value Fund held 7,652.00 shares of The Walt Disney Co(DIS), totaling $1.06 Mil. This investment constitutes 2.17% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $144.19 for 201.00 shares. Based on historical transaction data and DIS's current price of $120.84, ALPS | WMC Research Value Fund's estimated gain on his DIS holdings is $-97,395.65, reflecting a -9.27% gain to date.

ALPS | WMC Research Value Fund DIS ($120.84) Holding Chart

ALPS | WMC Research Value Fund DIS ($120.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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