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Planning Solutions Group’s Walt Disney DIS Stock Holding History

Planning Solutions Group’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
Q2 		$345K Buy
2,474
+69
+3% +$9.15K 0.18% 95
2019
Q1 		$267K Buy
+2,405
New +$269K 0.14% 107

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's DIS Position: Q2 2019 in Review

Planning Solutions Group increased its Walt Disney (DIS) stake by 2.9% in Q2 2019, buying an estimated $9.15K and bringing the position to 2,474 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #95.

Planning Solutions Group first reported a position in DIS in Q1 2019 and has held it in 2 quarters since. 2,551 funds tracked by Wall St. Rank hold DIS as of Q2 2019.

  • Planning Solutions Group held 2,474 shares of Walt Disney worth $345K as of Q2 2019.
  • Planning Solutions Group bought 69 Walt Disney shares in Q2 2019, an estimated $9.15K.
  • Walt Disney made up 0.18% of Planning Solutions Group's portfolio in Q2 2019, its #95 holding.
  • Planning Solutions Group first reported a position in Walt Disney in Q1 2019 and has held it in 2 quarters since.
  • 2,551 funds tracked by Wall St. Rank held Walt Disney as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.