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Chessman Wealth Strategies RIA’s Walt Disney DIS Stock Holding History

Chessman Wealth Strategies RIA’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
-441
Closed -$52K – 59
2018
Q3 		$52K Buy
+441
New +$49.1K 0.05% 57

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

Chessman Wealth Strategies RIA's DIS Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Walt Disney (DIS) in Q4 2018, closing a stake of 441 shares — an estimated $52K sold.

Chessman Wealth Strategies RIA first reported a position in DIS in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Walt Disney position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 441 Walt Disney shares in Q4 2018, an estimated $52K.
  • Chessman Wealth Strategies RIA first reported a position in Walt Disney in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Walt Disney position peaked at $52K in Q3 2018.
  • 2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.