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MKD Wealth Coaches’s Walt Disney DIS Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-741
Closed -$1K – 92
2019
Q2 		$1K Buy
+741
New +$98.3K ﹤0.01% 194
2019
Q1 		– Sell
-1,677
Closed -$184K – 192
2018
Q4 		$184K Buy
+1,677
New +$191K 0.22% 51

Other funds holding DIS

Vanguard Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MKD Wealth Coaches's DIS Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Walt Disney (DIS) in Q3 2019, closing a stake of 741 shares — an estimated $1K sold.

MKD Wealth Coaches first reported a position in DIS in Q4 2018 and held it in 2 quarters. The position peaked at $184K in Q4 2018. 2,550 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Walt Disney position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 741 Walt Disney shares in Q3 2019, an estimated $1K.
  • MKD Wealth Coaches first reported a position in Walt Disney in Q4 2018 and held it in 2 quarters.
  • MKD Wealth Coaches's Walt Disney position peaked at $184K in Q4 2018.
  • 2,550 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.