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Asset Planning Services (Pennsylvania)’s Walt Disney DIS Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-60
Closed -$8K – 114
2019
Q3 		$8K Hold
60
– – ﹤0.01% 215
2019
Q2 		$8K Hold
60
– – ﹤0.01% 207
2019
Q1 		$7K Hold
60
– – ﹤0.01% 216
2018
Q4 		$7K Hold
60
– – ﹤0.01% 213
2018
Q3 		$7K Buy
+60
New +$6.68K ﹤0.01% 217
2016
Q3 		– Sell
-1,000
Closed -$98K – 280
2016
Q2 		$98K Hold
1,000
– – 0.08% 101
2016
Q1 		$99K Buy
+1,000
New +$96.5K 0.09% 104

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DIS Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Walt Disney (DIS) in Q4 2019, closing a stake of 60 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in DIS in Q1 2016 and held it in 7 quarters. The position peaked at $99K in Q1 2016. 2,840 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Walt Disney position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 60 Walt Disney shares in Q4 2019, an estimated $8K.
  • Asset Planning Services (Pennsylvania) first reported a position in Walt Disney in Q1 2016 and held it in 7 quarters.
  • Asset Planning Services (Pennsylvania)'s Walt Disney position peaked at $99K in Q1 2016.
  • 2,840 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.