NEXT Financial Holdings’s Walt Disney DIS Stock Holding History

NEXT Financial Holdings’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 Q1	$894K	Buy	+8,055	New	+$900K	0.23%	52

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

NEXT Financial Holdings's DIS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Walt Disney (DIS) in Q1 2019: 8,055 shares worth $894K. The stake represents 0.23% of the portfolio and ranks #52 among its holdings.

2,475 funds tracked by Wall St. Rank hold DIS as of Q1 2019.

NEXT Financial Holdings held 8,055 shares of Walt Disney worth $894K as of Q1 2019.
Walt Disney was a new NEXT Financial Holdings position in Q1 2019.
Walt Disney made up 0.23% of NEXT Financial Holdings's portfolio in Q1 2019, its #52 holding.
2,475 funds tracked by Wall St. Rank held Walt Disney as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.