Sharkey, Howes & Javer’s Walt Disney DIS Stock Holding History

Sharkey, Howes & Javer’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	-638	Closed	-$89K	–	85
2019 Q2	$89K	Hold	638	–	–	0.04%	91
2019 Q1	$71K	Buy	638 +207	+48%	+$23.1K	0.03%	97
2018 Q4	$47K	Sell	431 -207	-32%	-$23.5K	0.03%	106
2018 Q3	$75K	Hold	638	–	–	0.04%	96
2018 Q2	$67K	Hold	638	–	–	0.04%	91
2018 Q1	$64K	Hold	638	–	–	0.04%	79
2017 Q4	$69K	Sell	638 -51	-7%	-$5.25K	0.04%	74
2017 Q3	$69K	Buy	689 +42	+6%	+$4.32K	0.04%	79
2017 Q2	$69K	Hold	647	–	–	0.04%	74
2017 Q1	$73K	Hold	647	–	–	0.04%	76
2016 Q4	$67K	Sell	647 -30	-4%	-$2.92K	0.04%	82
2016 Q3	$63K	Hold	677	–	–	0.04%	81
2016 Q2	$66K	Sell	677 -30	-4%	-$3K	0.04%	81
2016 Q1	$70K	Hold	707	–	–	0.05%	80
2015 Q4	$74K	Hold	707	–	–	0.05%	71
2015 Q3	$74K	Hold	707	–	–	0.06%	75
2015 Q2	$81K	Sell	707 -429	-38%	-$47.1K	0.06%	53
2015 Q1	$119K	Buy	+1,136	New	+$115K	0.08%	58

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sharkey, Howes & Javer's DIS Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Walt Disney (DIS) in Q3 2019, closing a stake of 638 shares — an estimated $89K sold.

Sharkey, Howes & Javer first reported a position in DIS in Q1 2015 and held it in 18 quarters. The position peaked at $119K in Q1 2015. 2,552 funds tracked by Wall St. Rank hold DIS as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Walt Disney position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 638 Walt Disney shares in Q3 2019, an estimated $89K.
Sharkey, Howes & Javer first reported a position in Walt Disney in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Walt Disney position peaked at $119K in Q1 2015.
2,552 funds tracked by Wall St. Rank held Walt Disney as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.