MBE Wealth Management’s Walt Disney DIS Stock Holding History

MBE Wealth Management’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 Q2	–	Sell	-992	Closed	-$95K	–	156
2020 Q1	$95K	Buy	+992	New	+$125K	0.09%	74

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

MBE Wealth Management's DIS Position: Q2 2020 in Review

MBE Wealth Management sold out of Walt Disney (DIS) in Q2 2020, closing a stake of 992 shares — an estimated $95K sold.

MBE Wealth Management first reported a position in DIS in Q1 2020 and held it in 1 quarter. The position peaked at $95K in Q1 2020. 2,686 funds tracked by Wall St. Rank hold DIS as of Q2 2020.

MBE Wealth Management reported no remaining Walt Disney position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 992 Walt Disney shares in Q2 2020, an estimated $95K.
MBE Wealth Management first reported a position in Walt Disney in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Walt Disney position peaked at $95K in Q1 2020.
2,686 funds tracked by Wall St. Rank held Walt Disney as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.