Peachtree Investment Advisors’s Walt Disney DIS Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	$452K	Hold	4,126	–	–	0.35%	48
2018 Q3	$483K	Hold	4,126	–	–	0.33%	55
2018 Q2	$432K	Sell	4,126 -100	-2%	-$10.2K	0.31%	54
2018 Q1	$424K	Buy	4,226 +10	+0.2%	+$1.06K	0.32%	56
2017 Q4	$453K	Hold	4,216	–	–	0.35%	57
2017 Q3	$416K	Hold	4,216	–	–	0.36%	55
2017 Q2	$448K	Sell	4,216 -611	-13%	-$66.9K	0.38%	56
2017 Q1	$547K	Sell	4,827 -100	-2%	-$11K	0.5%	51
2016 Q4	$514K	Sell	4,927 -200	-4%	-$19.5K	0.5%	54
2016 Q3	$476K	Hold	5,127	–	–	0.47%	53
2016 Q2	$502K	Hold	5,127	–	–	0.51%	53
2016 Q1	$509K	Hold	5,127	–	–	0.51%	55
2015 Q4	$539K	Sell	5,127 -700	-12%	-$78K	0.56%	51
2015 Q3	$596K	Sell	5,827 -395	-6%	-$43K	0.62%	49
2015 Q2	$710K	Sell	6,222 -100	-2%	-$11K	0.53%	58
2015 Q1	$663K	Buy	6,322 +1,350	+27%	+$136K	0.48%	65
2014 Q4	$468K	Hold	4,972	–	–	0.31%	87
2014 Q3	$443K	Sell	4,972 -313	-6%	-$27.6K	0.3%	88
2014 Q2	$453K	Buy	+5,285	New	+$432K	0.3%	87

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

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

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

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

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

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

Peachtree Investment Advisors's DIS Position: Q4 2018 in Review

Peachtree Investment Advisors held its Walt Disney (DIS) position steady in Q4 2018 at 4,126 shares worth $452K. The position accounts for 0.35% of the portfolio, ranked #48.

Peachtree Investment Advisors first reported a position in DIS in Q2 2014 and has held it in 19 quarters since. The position peaked at $710K in Q2 2015. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

Peachtree Investment Advisors held 4,126 shares of Walt Disney worth $452K as of Q4 2018.
Peachtree Investment Advisors left its Walt Disney share count unchanged in Q4 2018.
Walt Disney made up 0.35% of Peachtree Investment Advisors's portfolio in Q4 2018, its #48 holding.
Peachtree Investment Advisors first reported a position in Walt Disney in Q2 2014 and has held it in 19 quarters since.
Peachtree Investment Advisors's Walt Disney position peaked at $710K in Q2 2015.
2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.