Guidant Wealth Advisors’s Walt Disney DIS Stock Holding History

Guidant 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 Q3	$273K	Sell	2,097 -4	-0.2%	-$553	0.1%	97
2019 Q2	$293K	Buy	2,101 +87	+4%	+$11.5K	0.11%	92
2019 Q1	$224K	Buy	2,014 +1,178	+141%	+$132K	0.09%	100
2018 Q4	$91K	Sell	836 -42	-5%	-$4.78K	0.04%	105
2018 Q3	$102K	Buy	878 +1	+0.1%	+$111	0.04%	58
2018 Q2	$92K	Hold	877	–	–	0.04%	61
2018 Q1	$86K	Buy	877 +19	+2%	+$2.02K	0.04%	62
2017 Q4	$94K	Hold	858	–	–	0.04%	59
2017 Q3	$85K	Buy	858 +18	+2%	+$1.85K	0.06%	57
2017 Q2	$87K	Hold	840	–	–	0.04%	89
2017 Q1	$94K	Buy	840 +439	+109%	+$48.3K	0.05%	85
2016 Q4	$44K	Buy	401 +300	+297%	+$29.3K	0.02%	104
2016 Q3	$9K	Buy	+101	New	+$9.67K	0.01%	165

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Guidant Wealth Advisors's DIS Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Walt Disney (DIS) stake by 0.19% in Q3 2019, selling an estimated $553 and leaving 2,097 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #97.

Guidant Wealth Advisors first reported a position in DIS in Q3 2016 and has held it in 13 quarters since. The position peaked at $293K in Q2 2019. 2,550 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

Guidant Wealth Advisors held 2,097 shares of Walt Disney worth $273K as of Q3 2019.
Guidant Wealth Advisors sold 4 Walt Disney shares in Q3 2019, an estimated $553.
Walt Disney made up 0.1% of Guidant Wealth Advisors's portfolio in Q3 2019, its #97 holding.
Guidant Wealth Advisors first reported a position in Walt Disney in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Walt Disney position peaked at $293K in Q2 2019.
2,550 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.