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Constellation Wealth Advisors’s Walt Disney DIS Stock Holding History

Constellation Wealth 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
2015
Q2 		– Sell
-6,631
Closed -$696K – 176
2015
Q1 		$696K Hold
6,631
– – 0.06% 132
2014
Q4 		$625K Hold
6,631
– – 0.05% 131
2014
Q3 		$590K Hold
6,631
– – 0.05% 133
2014
Q2 		$569K Hold
6,631
– – 0.06% 119
2014
Q1 		$531K Buy
6,631
+380
+6% +$29.5K 0.05% 140
2013
Q4 		$478K Hold
6,251
– – 0.05% 153
2013
Q3 		$403K Hold
6,251
– – 0.05% 154
2013
Q2 		$395K Buy
+6,251
New +$395K 0.05% 148

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Constellation Wealth Advisors's DIS Position: Q2 2015 in Review

Constellation Wealth Advisors sold out of Walt Disney (DIS) in Q2 2015, closing a stake of 6,631 shares — an estimated $696K sold.

Constellation Wealth Advisors first reported a position in DIS in Q2 2013 and held it in 8 quarters. The position peaked at $696K in Q1 2015. 1,708 funds tracked by Wall St. Rank hold DIS as of Q2 2015.

  • Constellation Wealth Advisors reported no remaining Walt Disney position as of Q2 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 6,631 Walt Disney shares in Q2 2015, an estimated $696K.
  • Constellation Wealth Advisors first reported a position in Walt Disney in Q2 2013 and held it in 8 quarters.
  • Constellation Wealth Advisors's Walt Disney position peaked at $696K in Q1 2015.
  • 1,708 funds tracked by Wall St. Rank held Walt Disney as of Q2 2015.

Based on Constellation Wealth Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.