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Integrated Wealth Counsel’s Walt Disney DIS Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$52K Hold
500
– – 0.11% 70
2016
Q3 		$46K Buy
+500
New +$47.9K 0.1% 76

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's DIS Position: Q4 2016 in Review

Integrated Wealth Counsel held its Walt Disney (DIS) position steady in Q4 2016 at 500 shares worth $52K. The position accounts for 0.11% of the portfolio, ranked #70.

Integrated Wealth Counsel first reported a position in DIS in Q3 2016 and has held it in 2 quarters since. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

  • Integrated Wealth Counsel held 500 shares of Walt Disney worth $52K as of Q4 2016.
  • Integrated Wealth Counsel left its Walt Disney share count unchanged in Q4 2016.
  • Walt Disney made up 0.11% of Integrated Wealth Counsel's portfolio in Q4 2016, its #70 holding.
  • Integrated Wealth Counsel first reported a position in Walt Disney in Q3 2016 and has held it in 2 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.