Clarfeld Financial Advisors’s Walt Disney DIS Stock Holding History

Clarfeld Financial 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	$42K	Buy	+378	New	+$43K	0.03%	110

Other funds holding DIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's DIS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Walt Disney (DIS) in Q4 2018: 378 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings.

2,340 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

Clarfeld Financial Advisors held 378 shares of Walt Disney worth $42K as of Q4 2018.
Walt Disney was a new Clarfeld Financial Advisors position in Q4 2018.
Walt Disney made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #110 holding.
2,340 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.