Gideon Capital Advisors’s Walt Disney DIS Stock Holding History

Gideon Capital 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 Q4	–	Sell	-15,089	Closed	-$1.97M	–	294
2019 Q3	$1.97M	Buy	+15,089	New	+$2.09M	0.64%	42
2018 Q3	–	Sell	-3,152	Closed	-$330K	–	381
2018 Q2	$330K	Buy	+3,152	New	+$322K	0.17%	233
2016 Q3	–	Sell	-8,858	Closed	-$866K	–	209
2016 Q2	$866K	Buy	+8,858	New	+$886K	0.5%	65
2016 Q1	–	Sell	-21,145	Closed	-$2.22M	–	166
2015 Q4	$2.22M	Buy	21,145 +16,773	+384%	+$1.87M	1.61%	4
2015 Q3	$447K	Buy	+4,372	New	+$476K	0.26%	127
2015 Q2	–	Sell	-2,928	Closed	-$307K	–	254
2015 Q1	$307K	Buy	+2,928	New	+$295K	0.12%	188
2014 Q1	–	Sell	-6,272	Closed	-$479K	–	223
2013 Q4	$479K	Buy	+6,272	New	+$434K	0.28%	102

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gideon Capital Advisors's DIS Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Walt Disney (DIS) in Q4 2019, closing a stake of 15,089 shares — an estimated $1.97M sold.

Gideon Capital Advisors first reported a position in DIS in Q4 2013 and held it in 7 quarters. The position peaked at $2.22M in Q4 2015. 2,841 funds tracked by Wall St. Rank hold DIS as of Q4 2019.

Gideon Capital Advisors reported no remaining Walt Disney position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 15,089 Walt Disney shares in Q4 2019, an estimated $1.97M.
Gideon Capital Advisors first reported a position in Walt Disney in Q4 2013 and held it in 7 quarters.
Gideon Capital Advisors's Walt Disney position peaked at $2.22M in Q4 2015.
2,841 funds tracked by Wall St. Rank held Walt Disney as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.