CWA
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Cypress Wealth Advisors’s Walt Disney DIS Stock Holding History

Cypress 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
2019
Q1 		$680K Sell
6,125
-18
-0.3% -$2.01K 0.78% 41
2018
Q4 		$674K Sell
6,143
-379
-6% -$43.1K 0.93% 36
2018
Q3 		$763K Hold
6,522
– – 0.8% 41
2018
Q2 		$684K Hold
6,522
– – 0.74% 45
2018
Q1 		$655K Sell
6,522
-138
-2% -$14.7K 0.71% 47
2017
Q4 		$716K Buy
6,660
+117
+2% +$12.1K 0.69% 45
2017
Q3 		$645K Sell
6,543
-2,494
-28% -$257K 1.04% 26
2017
Q2 		$960K Sell
9,037
-4,213
-32% -$461K 1.12% 24
2017
Q1 		$1.5M Sell
13,250
-80
-0.6% -$8.81K 0.69% 37
2016
Q4 		$1.39M Buy
13,330
+512
+4% +$49.9K 0.63% 38
2016
Q3 		$1.19M Buy
12,818
+705
+6% +$67.5K 0.54% 48
2016
Q2 		$1.19M Sell
12,113
-1,544
-11% -$154K 0.59% 42
2016
Q1 		$1.36M Buy
13,657
+3,820
+39% +$369K 0.62% 36
2015
Q4 		$1.03M Buy
9,837
+94
+1% +$10.5K 0.52% 43
2015
Q3 		$996K Sell
9,743
-30
-0.3% -$3.27K 0.54% 41
2015
Q2 		$1.12M Buy
+9,773
New +$1.07M 0.65% 44

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Advisors's DIS Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Walt Disney (DIS) stake by 0.29% in Q1 2019, selling an estimated $2.01K and leaving 6,125 shares worth $680K. The position accounts for 0.78% of the portfolio, ranked #41.

Cypress Wealth Advisors first reported a position in DIS in Q2 2015 and has held it in 16 quarters since. The position peaked at $1.5M in Q1 2017. 2,475 funds tracked by Wall St. Rank hold DIS as of Q1 2019.

  • Cypress Wealth Advisors held 6,125 shares of Walt Disney worth $680K as of Q1 2019.
  • Cypress Wealth Advisors sold 18 Walt Disney shares in Q1 2019, an estimated $2.01K.
  • Walt Disney made up 0.78% of Cypress Wealth Advisors's portfolio in Q1 2019, its #41 holding.
  • Cypress Wealth Advisors first reported a position in Walt Disney in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Walt Disney position peaked at $1.5M in Q1 2017.
  • 2,475 funds tracked by Wall St. Rank held Walt Disney as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.