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Signature Wealth Management Group’s Walt Disney DIS Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-5,288
Closed -$598K – 127
2018
Q3 		$598K Buy
5,288
+30
+0.6% +$3.34K 0.44% 44
2018
Q2 		$551K Buy
5,258
+608
+13% +$62.2K 0.41% 44
2018
Q1 		$467K Buy
4,650
+491
+12% +$52.2K 0.36% 45
2017
Q4 		$447K Buy
+4,159
New +$428K 0.33% 47

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Wealth Management Group's DIS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Walt Disney (DIS) in Q4 2018, closing a stake of 5,288 shares — an estimated $598K sold.

Signature Wealth Management Group first reported a position in DIS in Q4 2017 and held it in 4 quarters. The position peaked at $598K in Q3 2018. 2,338 funds tracked by Wall St. Rank hold DIS as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Walt Disney position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 5,288 Walt Disney shares in Q4 2018, an estimated $598K.
  • Signature Wealth Management Group first reported a position in Walt Disney in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Walt Disney position peaked at $598K in Q3 2018.
  • 2,338 funds tracked by Wall St. Rank held Walt Disney as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.