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Legacy Wealth Management (Tennessee)’s Walt Disney DIS Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-50
Closed -$5.25K – 23
2016
Q4 		$5.25K Buy
+50
New +$4.88K ﹤0.01% 58

Other funds holding DIS

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s DIS Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Walt Disney (DIS) in Q1 2017, closing a stake of 50 shares — an estimated $5.25K sold.

Legacy Wealth Management (Tennessee) first reported a position in DIS in Q4 2016 and held it in 1 quarter. The position peaked at $5.25K in Q4 2016. 1,956 funds tracked by Wall St. Rank hold DIS as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Walt Disney position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 50 Walt Disney shares in Q1 2017, an estimated $5.25K.
  • Legacy Wealth Management (Tennessee) first reported a position in Walt Disney in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Walt Disney position peaked at $5.25K in Q4 2016.
  • 1,956 funds tracked by Wall St. Rank held Walt Disney as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.