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Mosaic Financial Partners’s Walt Disney DIS Stock Holding History

Mosaic Financial Partners’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
2015
Q3 		– Sell
-1,804
Closed -$206K – 48
2015
Q2 		$206K Buy
+1,804
New +$198K 0.14% 47

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Mosaic Financial Partners's DIS Position: Q3 2015 in Review

Mosaic Financial Partners sold out of Walt Disney (DIS) in Q3 2015, closing a stake of 1,804 shares — an estimated $206K sold.

Mosaic Financial Partners first reported a position in DIS in Q2 2015 and held it in 1 quarter. The position peaked at $206K in Q2 2015. 1,708 funds tracked by Wall St. Rank hold DIS as of Q3 2015.

  • Mosaic Financial Partners reported no remaining Walt Disney position as of Q3 2015 after selling out during the quarter.
  • Mosaic Financial Partners sold 1,804 Walt Disney shares in Q3 2015, an estimated $206K.
  • Mosaic Financial Partners first reported a position in Walt Disney in Q2 2015 and held it in 1 quarter.
  • Mosaic Financial Partners's Walt Disney position peaked at $206K in Q2 2015.
  • 1,708 funds tracked by Wall St. Rank held Walt Disney as of Q3 2015.

Based on Mosaic Financial Partners's 13F filing for Q3 2015, filed 4 Nov 2015.