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Genesis Wealth Advisors’s Walt Disney DIS Stock Holding History

Genesis 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 		$135K Buy
1,179
+93
+9% +$10.2K 0.11% 93
2015
Q1 		$115K Hold
1,086
– – 0.1% 105
2014
Q4 		$115K Buy
+1,086
New +$97.9K 0.09% 118

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

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

Genesis Wealth Advisors increased its Walt Disney (DIS) stake by 8.6% in Q2 2015, buying an estimated $10.2K and bringing the position to 1,179 shares worth $135K. The position accounts for 0.11% of the portfolio, ranked #93.

Genesis Wealth Advisors first reported a position in DIS in Q4 2014 and has held it in 3 quarters since. 1,707 funds tracked by Wall St. Rank hold DIS as of Q2 2015.

  • Genesis Wealth Advisors held 1,179 shares of Walt Disney worth $135K as of Q2 2015.
  • Genesis Wealth Advisors bought 93 Walt Disney shares in Q2 2015, an estimated $10.2K.
  • Walt Disney made up 0.11% of Genesis Wealth Advisors's portfolio in Q2 2015, its #93 holding.
  • Genesis Wealth Advisors first reported a position in Walt Disney in Q4 2014 and has held it in 3 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Walt Disney as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.