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Hefty Wealth Partners’s Walt Disney DIS Stock Holding History

Hefty Wealth Partners’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 		$672K Sell
6,693
-1,877
-22% -$199K 0.43% 71
2017
Q4 		$921K Buy
+8,570
New +$883K 0.57% 55

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

Hefty Wealth Partners's DIS Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Walt Disney (DIS) stake by 22% in Q1 2018, selling an estimated $199K and leaving 6,693 shares worth $672K. The position accounts for 0.43% of the portfolio, ranked #71.

Hefty Wealth Partners first reported a position in DIS in Q4 2017 and has held it in 2 quarters since. The position peaked at $921K in Q4 2017. 2,091 funds tracked by Wall St. Rank hold DIS as of Q1 2018.

  • Hefty Wealth Partners held 6,693 shares of Walt Disney worth $672K as of Q1 2018.
  • Hefty Wealth Partners sold 1,877 Walt Disney shares in Q1 2018, an estimated $199K.
  • Walt Disney made up 0.43% of Hefty Wealth Partners's portfolio in Q1 2018, its #71 holding.
  • Hefty Wealth Partners first reported a position in Walt Disney in Q4 2017 and has held it in 2 quarters since.
  • Hefty Wealth Partners's Walt Disney position peaked at $921K in Q4 2017.
  • 2,091 funds tracked by Wall St. Rank held Walt Disney as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.