INR Advisory Services’s Walt Disney DIS Stock Holding History

INR Advisory Services’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 Q1	$10K	Buy	93 +26	+39%	+$2.91K	﹤0.01%	47
2018 Q4	$7K	Hold	67	–	–	﹤0.01%	53
2018 Q3	$8K	Sell	67 -26	-28%	-$2.89K	﹤0.01%	35
2018 Q2	$10K	Buy	93 +1	+1%	+$102	﹤0.01%	41
2018 Q1	$9K	Sell	92 -1	-1%	-$106	﹤0.01%	40
2017 Q4	$10K	Buy	93 +40	+75%	+$4.12K	﹤0.01%	35
2017 Q3	$5K	Hold	53	–	–	﹤0.01%	36
2017 Q2	$6K	Buy	53 +26	+96%	+$2.85K	﹤0.01%	57
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	87
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	49
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	49
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	49
2016 Q1	$3K	Hold	27	–	–	﹤0.01%	34
2015 Q4	$3K	Buy	+27	New	+$3.01K	﹤0.01%	32

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

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

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

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

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

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

INR Advisory Services's DIS Position: Q1 2019 in Review

INR Advisory Services increased its Walt Disney (DIS) stake by 39% in Q1 2019, buying an estimated $2.91K and bringing the position to 93 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #47.

INR Advisory Services first reported a position in DIS in Q4 2015 and has held it in 14 quarters since. 2,476 funds tracked by Wall St. Rank hold DIS as of Q1 2019.

INR Advisory Services held 93 shares of Walt Disney worth $10K as of Q1 2019.
INR Advisory Services bought 26 Walt Disney shares in Q1 2019, an estimated $2.91K.
Walt Disney made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #47 holding.
INR Advisory Services first reported a position in Walt Disney in Q4 2015 and has held it in 14 quarters since.
2,476 funds tracked by Wall St. Rank held Walt Disney as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.