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Cynosure Advisors’s Walt Disney DIS Stock Holding History

Cynosure 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
Q3 		– Sell
-7,655
Closed -$802K – 72
2018
Q2 		$802K Buy
7,655
+3,682
+93% +$377K 0.22% 54
2018
Q1 		$399K Buy
3,973
+37
+0.9% +$3.93K 0.1% 129
2017
Q4 		$423K Buy
+3,936
New +$405K 0.1% 135

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 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cynosure Advisors's DIS Position: Q3 2018 in Review

Cynosure Advisors sold out of Walt Disney (DIS) in Q3 2018, closing a stake of 7,655 shares — an estimated $802K sold.

Cynosure Advisors first reported a position in DIS in Q4 2017 and held it in 3 quarters. The position peaked at $802K in Q2 2018. 2,160 funds tracked by Wall St. Rank hold DIS as of Q3 2018.

  • Cynosure Advisors reported no remaining Walt Disney position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 7,655 Walt Disney shares in Q3 2018, an estimated $802K.
  • Cynosure Advisors first reported a position in Walt Disney in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Walt Disney position peaked at $802K in Q2 2018.
  • 2,160 funds tracked by Wall St. Rank held Walt Disney as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.