Ballew Advisors’s Walt Disney DIS Stock Holding History

Ballew Advisors’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
2018 Q4	–	Sell	-798	Closed	-$90K	–	175
2018 Q3	$90K	Buy	798 +3	+0.4%	+$334	0.08%	121
2018 Q2	$83K	Buy	795 +350	+79%	+$35.8K	0.09%	120
2018 Q1	$45K	Buy	+445	New	+$47.3K	0.04%	168

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

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

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

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

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

Ballew Advisors's DIS Position: Q4 2018 in Review

Ballew Advisors sold out of Walt Disney (DIS) in Q4 2018, closing a stake of 798 shares — an estimated $90K sold.

Ballew Advisors first reported a position in DIS in Q1 2018 and held it in 3 quarters. The position peaked at $90K in Q3 2018. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

Ballew Advisors reported no remaining Walt Disney position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 798 Walt Disney shares in Q4 2018, an estimated $90K.
Ballew Advisors first reported a position in Walt Disney in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Walt Disney position peaked at $90K in Q3 2018.
2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.