ICW Investment Advisors’s Walt Disney DIS Stock Holding History

ICW Investment 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
2020 Q1	–	Sell	-346	Closed	-$50K	–	128
2019 Q4	$50K	Buy	+346	New	+$48.3K	0.04%	139

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

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

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

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

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

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

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

ICW Investment Advisors's DIS Position: Q1 2020 in Review

ICW Investment Advisors sold out of Walt Disney (DIS) in Q1 2020, closing a stake of 346 shares — an estimated $50K sold.

ICW Investment Advisors first reported a position in DIS in Q4 2019 and held it in 1 quarter. The position peaked at $50K in Q4 2019. 2,679 funds tracked by Wall St. Rank hold DIS as of Q1 2020.

ICW Investment Advisors reported no remaining Walt Disney position as of Q1 2020 after selling out during the quarter.
ICW Investment Advisors sold 346 Walt Disney shares in Q1 2020, an estimated $50K.
ICW Investment Advisors first reported a position in Walt Disney in Q4 2019 and held it in 1 quarter.
ICW Investment Advisors's Walt Disney position peaked at $50K in Q4 2019.
2,679 funds tracked by Wall St. Rank held Walt Disney as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.