Advisor Group’s Walt Disney DIS Stock Holding History

Advisor 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
2019 Q4	$2K	Buy	+5	New	+$698	﹤0.01%	4967

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's DIS Position: Q4 2019 in Review

Advisor Group increased its Walt Disney (DIS) stake by 0.99% in Q4 2019, buying an estimated $471K and bringing the position to 343,025 shares worth $49.6M. The position accounts for 0.34% of the portfolio, ranked #49.

Advisor Group first reported a position in DIS in Q2 2016 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

Advisor Group held 343,025 shares of Walt Disney worth $49.6M as of Q4 2019.
Advisor Group bought 3,377 Walt Disney shares in Q4 2019, an estimated $471K.
Walt Disney made up 0.34% of Advisor Group's portfolio in Q4 2019, its #49 holding.
Advisor Group first reported a position in Walt Disney in Q2 2016 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.