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FinTrust Investment Advisory Services’s Walt Disney DIS Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$402K Sell
4,005
-380
-9% -$40.4K 0.37% 52
2017
Q4 		$471K Sell
4,385
-30
-0.7% -$3.09K 0.41% 51
2017
Q3 		$435K Buy
+4,415
New +$454K 0.42% 53
2013
Q3 		$429K Sell
6,657
-100
-1% -$6.41K 0.88% 27
2013
Q2 		$427K Buy
+6,757
New +$427K 0.73% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Investment Advisory Services's DIS Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Walt Disney (DIS) stake by 8.7% in Q1 2018, selling an estimated $40.4K and leaving 4,005 shares worth $402K. The position accounts for 0.37% of the portfolio, ranked #52.

FinTrust Investment Advisory Services first reported a position in DIS in Q2 2013 and has held it in 5 quarters since. The position peaked at $471K in Q4 2017. 2,092 funds tracked by Wall St. Rank hold DIS as of Q1 2018.

  • FinTrust Investment Advisory Services held 4,005 shares of Walt Disney worth $402K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 380 Walt Disney shares in Q1 2018, an estimated $40.4K.
  • Walt Disney made up 0.37% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #52 holding.
  • FinTrust Investment Advisory Services first reported a position in Walt Disney in Q2 2013 and has held it in 5 quarters since.
  • FinTrust Investment Advisory Services's Walt Disney position peaked at $471K in Q4 2017.
  • 2,092 funds tracked by Wall St. Rank held Walt Disney as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.